Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.37%
Stock 99.56%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2025
Large 42.78%
Mid 38.21%
Small 19.00%
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.35%

Americas 71.73%
71.73%
United States 71.73%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.60%
United Kingdom 11.50%
11.09%
France 2.03%
Ireland 2.89%
Netherlands 2.39%
Switzerland 3.78%
0.00%
0.00%
Greater Asia 5.32%
Japan 1.92%
0.00%
3.40%
South Korea 3.40%
0.00%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
37.10%
Materials
4.91%
Consumer Discretionary
12.99%
Financials
19.21%
Real Estate
0.00%
Sensitive
38.34%
Communication Services
7.40%
Energy
6.18%
Industrials
11.39%
Information Technology
13.36%
Defensive
24.40%
Consumer Staples
4.10%
Health Care
16.03%
Utilities
4.28%
Not Classified
0.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.16%
As of May 31, 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