Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.55%
Stock 98.02%
Bond 1.43%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 78.80%
Mid 19.26%
Small 1.94%
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Region Exposure

% Developed Markets: 90.83%    % Emerging Markets: 9.05%    % Unidentified Markets: 0.12%

Americas 58.76%
56.13%
Canada 4.95%
United States 51.18%
2.63%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.91%
United Kingdom 6.48%
21.44%
Denmark 2.68%
Germany 7.75%
Ireland 4.67%
Netherlands 1.51%
Sweden 0.02%
Switzerland 4.81%
0.00%
0.00%
Greater Asia 13.21%
Japan 1.44%
1.59%
Australia 0.04%
3.76%
Hong Kong 0.15%
Taiwan 3.61%
6.42%
China 6.42%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
31.38%
Materials
0.00%
Consumer Discretionary
8.38%
Financials
23.00%
Real Estate
0.00%
Sensitive
58.60%
Communication Services
9.00%
Energy
0.00%
Industrials
17.42%
Information Technology
32.17%
Defensive
8.58%
Consumer Staples
1.95%
Health Care
6.63%
Utilities
0.00%
Not Classified
1.44%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.44%
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