Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.75%
Stock 98.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
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Market Capitalization

As of June 30, 2026
Large 76.64%
Mid 16.95%
Small 6.41%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 90.73%
90.28%
Canada 61.74%
United States 28.55%
0.45%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.08%
United Kingdom 0.00%
5.08%
Ireland 3.75%
Netherlands 1.33%
0.00%
Poland 0.00%
0.00%
Greater Asia 4.17%
Japan 0.00%
0.00%
4.17%
Taiwan 4.17%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
35.67%
Materials
10.28%
Consumer Discretionary
3.11%
Financials
22.29%
Real Estate
0.00%
Sensitive
59.32%
Communication Services
3.38%
Energy
8.36%
Industrials
12.12%
Information Technology
35.47%
Defensive
2.57%
Consumer Staples
0.49%
Health Care
0.82%
Utilities
1.26%
Not Classified
2.44%
Non Classified Equity
2.44%
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