Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.64%
Stock 97.60%
Bond 1.06%
Convertible 0.00%
Preferred 0.10%
Other 1.88%
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Market Capitalization

As of June 30, 2025
Large 83.50%
Mid 12.39%
Small 4.10%
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Region Exposure

% Developed Markets: 92.11%    % Emerging Markets: 5.07%    % Unidentified Markets: 2.82%

Americas 65.48%
64.49%
Canada 3.72%
United States 60.77%
0.99%
Brazil 0.88%
Mexico 0.05%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.60%
United Kingdom 4.26%
10.79%
Denmark 0.05%
France 1.79%
Germany 2.22%
Ireland 2.19%
Italy 0.52%
Netherlands 0.13%
Sweden 0.31%
Switzerland 3.58%
0.08%
Poland 0.00%
Russia 0.00%
Turkey 0.08%
0.47%
Israel 0.47%
South Africa 0.00%
Greater Asia 16.09%
Japan 6.88%
0.29%
Australia 0.29%
4.87%
Hong Kong 0.53%
Singapore 0.70%
South Korea 1.44%
Taiwan 2.19%
4.06%
China 2.84%
India 1.19%
Malaysia 0.03%
Unidentified Region 2.82%

Stock Sector Exposure

Cyclical
33.30%
Materials
2.23%
Consumer Discretionary
7.99%
Financials
21.55%
Real Estate
1.52%
Sensitive
52.16%
Communication Services
10.22%
Energy
3.66%
Industrials
9.55%
Information Technology
28.73%
Defensive
12.17%
Consumer Staples
3.09%
Health Care
7.94%
Utilities
1.14%
Not Classified
2.37%
Non Classified Equity
0.29%
Not Classified - Non Equity
2.08%
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