Asset Allocation

As of May 31, 2026.
Type % Net
Cash 3.35%
Stock 96.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of May 31, 2026
Large 90.74%
Mid 9.26%
Small 0.00%
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Region Exposure

% Developed Markets: 93.86%    % Emerging Markets: 2.55%    % Unidentified Markets: 3.59%

Americas 3.92%
3.31%
United States 3.31%
0.61%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.24%
United Kingdom 14.30%
47.94%
Belgium 1.15%
Denmark 2.73%
France 13.42%
Germany 10.63%
Ireland 2.02%
Netherlands 5.14%
Spain 4.02%
Sweden 1.91%
Switzerland 6.92%
0.00%
0.00%
Greater Asia 30.25%
Japan 19.44%
0.00%
8.87%
Hong Kong 1.05%
Singapore 2.55%
Taiwan 5.28%
1.94%
China 1.94%
Unidentified Region 3.59%

Stock Sector Exposure

Cyclical
31.10%
Materials
5.97%
Consumer Discretionary
4.39%
Financials
20.74%
Real Estate
0.00%
Sensitive
48.08%
Communication Services
3.57%
Energy
3.43%
Industrials
21.41%
Information Technology
19.67%
Defensive
20.82%
Consumer Staples
8.35%
Health Care
9.78%
Utilities
2.69%
Not Classified
0.00%
Non Classified Equity
0.00%
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