Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.86%
Stock 97.94%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of June 30, 2025
Large 44.25%
Mid 36.14%
Small 19.61%
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Region Exposure

% Developed Markets: 99.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.40%

Americas 72.88%
72.88%
United States 72.88%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.42%
United Kingdom 10.71%
10.70%
France 1.88%
Ireland 2.91%
Netherlands 2.75%
Switzerland 3.15%
0.00%
0.00%
Greater Asia 5.31%
Japan 1.80%
0.00%
3.51%
South Korea 3.51%
0.00%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
37.07%
Materials
3.52%
Consumer Discretionary
15.84%
Financials
17.71%
Real Estate
0.00%
Sensitive
36.11%
Communication Services
6.41%
Energy
6.21%
Industrials
10.86%
Information Technology
12.64%
Defensive
24.33%
Consumer Staples
3.89%
Health Care
16.41%
Utilities
4.03%
Not Classified
2.49%
Non Classified Equity
2.08%
Not Classified - Non Equity
0.40%
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