Asset Allocation

As of May 31, 2026.
Type % Net
Cash 4.48%
Stock 96.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.01%
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Market Capitalization

As of May 31, 2026
Large 82.08%
Mid 16.50%
Small 1.42%
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Region Exposure

% Developed Markets: 96.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.46%

Americas 64.30%
64.30%
Canada 3.30%
United States 61.00%
0.00%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.19%
United Kingdom 14.59%
12.61%
Denmark 1.03%
Finland 1.14%
France 2.10%
Germany 2.61%
Ireland 2.24%
Spain 2.41%
Switzerland 1.08%
0.00%
0.00%
Greater Asia 5.04%
Japan 2.36%
0.00%
2.68%
Taiwan 2.68%
0.00%
Unidentified Region 3.46%

Stock Sector Exposure

Cyclical
44.75%
Materials
2.19%
Consumer Discretionary
21.78%
Financials
20.79%
Real Estate
0.00%
Sensitive
31.56%
Communication Services
3.83%
Energy
0.00%
Industrials
6.03%
Information Technology
21.71%
Defensive
23.69%
Consumer Staples
9.00%
Health Care
14.68%
Utilities
0.00%
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