Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.91%
Stock 97.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.03%
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Market Capitalization

As of June 30, 2026
Large 91.75%
Mid 8.15%
Small 0.10%
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Region Exposure

% Developed Markets: 95.93%    % Emerging Markets: 1.15%    % Unidentified Markets: 2.92%

Americas 61.32%
60.89%
Canada 0.00%
United States 60.88%
0.43%
Brazil 0.42%
Mexico 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.36%
United Kingdom 6.96%
17.36%
Austria 0.01%
Belgium 0.03%
Denmark 0.76%
Finland 0.04%
France 5.14%
Germany 2.83%
Ireland 1.38%
Italy 0.11%
Netherlands 1.02%
Norway 0.02%
Portugal 0.01%
Spain 2.10%
Sweden 0.85%
Switzerland 3.04%
0.00%
Czech Republic 0.00%
0.04%
Israel 0.04%
Greater Asia 11.40%
Japan 4.90%
0.24%
Australia 0.23%
5.54%
Hong Kong 0.73%
Singapore 1.76%
Taiwan 3.04%
0.73%
China 0.73%
Unidentified Region 2.92%

Stock Sector Exposure

Cyclical
24.53%
Materials
3.46%
Consumer Discretionary
6.78%
Financials
13.60%
Real Estate
0.68%
Sensitive
52.89%
Communication Services
7.23%
Energy
4.26%
Industrials
12.84%
Information Technology
28.55%
Defensive
22.57%
Consumer Staples
7.81%
Health Care
10.94%
Utilities
3.82%
Not Classified
0.01%
Non Classified Equity
0.01%
As of June 30, 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