Asset Allocation

As of May 31, 2026.
Type % Net
Cash 0.27%
Stock 99.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.24%
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Market Capitalization

As of May 31, 2026
Large 81.26%
Mid 15.26%
Small 3.48%
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Region Exposure

% Developed Markets: 89.32%    % Emerging Markets: 10.33%    % Unidentified Markets: 0.36%

Americas 64.21%
61.56%
Canada 2.85%
United States 58.71%
2.65%
Argentina 0.21%
Brazil 0.66%
Mexico 0.66%
Peru 0.51%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.32%
United Kingdom 3.08%
11.09%
Denmark 0.11%
Finland 0.57%
France 0.88%
Germany 3.00%
Ireland 0.57%
Italy 0.47%
Netherlands 2.99%
Portugal 0.14%
Spain 0.71%
Switzerland 0.96%
0.00%
1.15%
Israel 0.46%
Saudi Arabia 0.39%
South Africa 0.31%
Greater Asia 20.11%
Japan 3.48%
0.00%
9.27%
Hong Kong 1.11%
Singapore 0.91%
South Korea 2.83%
Taiwan 4.42%
7.36%
China 2.91%
India 1.88%
Indonesia 0.63%
Philippines 0.50%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
26.11%
Materials
3.20%
Consumer Discretionary
6.59%
Financials
14.79%
Real Estate
1.54%
Sensitive
61.70%
Communication Services
8.53%
Energy
4.59%
Industrials
9.38%
Information Technology
39.20%
Defensive
11.74%
Consumer Staples
2.62%
Health Care
6.98%
Utilities
2.13%
Not Classified
0.44%
Non Classified Equity
0.44%
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