Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.08%
Stock 99.58%
Bond 0.58%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
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Market Capitalization

As of June 30, 2026
Large 69.38%
Mid 24.87%
Small 5.76%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.24%

Americas 93.42%
93.42%
Canada 49.56%
United States 43.86%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.11%
United Kingdom 0.00%
5.11%
Germany 2.12%
Ireland 1.83%
Switzerland 1.16%
0.00%
0.00%
Greater Asia 1.71%
Japan 0.00%
0.00%
1.71%
Taiwan 1.71%
0.00%
Unidentified Region -0.24%

Stock Sector Exposure

Cyclical
42.89%
Materials
6.36%
Consumer Discretionary
9.01%
Financials
25.81%
Real Estate
1.71%
Sensitive
40.52%
Communication Services
2.47%
Energy
3.69%
Industrials
19.43%
Information Technology
14.93%
Defensive
12.89%
Consumer Staples
4.02%
Health Care
8.86%
Utilities
0.00%
Not Classified
3.71%
Non Classified Equity
3.71%
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