Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.08%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.96%
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Market Capitalization

As of June 30, 2026
Large 84.06%
Mid 12.08%
Small 3.86%
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Region Exposure

% Developed Markets: 98.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.03%

Americas 70.64%
70.64%
Canada 4.08%
United States 66.56%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.72%
United Kingdom 2.60%
16.12%
Denmark 0.16%
Finland 0.21%
France 2.33%
Germany 2.04%
Ireland 1.08%
Italy 1.79%
Netherlands 2.83%
Spain 3.90%
Sweden 0.41%
Switzerland 1.38%
0.00%
0.00%
Greater Asia 9.61%
Japan 5.94%
1.36%
Australia 1.20%
2.32%
Hong Kong 0.84%
Singapore 1.48%
0.00%
Unidentified Region 1.03%

Stock Sector Exposure

Cyclical
31.10%
Materials
1.35%
Consumer Discretionary
6.51%
Financials
21.81%
Real Estate
1.42%
Sensitive
53.49%
Communication Services
8.28%
Energy
2.88%
Industrials
7.24%
Information Technology
35.10%
Defensive
15.41%
Consumer Staples
2.80%
Health Care
9.60%
Utilities
3.01%
Not Classified
0.00%
Non Classified Equity
0.00%
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