Asset Allocation

As of June 30, 2024.
Type % Net
Cash 0.34%
Stock 95.75%
Bond 3.91%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2024
Large 67.55%
Mid 23.05%
Small 9.40%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.32%

Americas 97.48%
97.48%
Canada 0.34%
United States 97.14%
0.00%
As of June 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.85%
United Kingdom 0.00%
2.85%
Ireland 2.85%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.32%

Stock Sector Exposure

Cyclical
31.96%
Materials
6.93%
Consumer Discretionary
5.49%
Financials
19.54%
Real Estate
0.00%
Sensitive
42.09%
Communication Services
5.86%
Energy
0.00%
Industrials
10.45%
Information Technology
25.77%
Defensive
25.96%
Consumer Staples
6.91%
Health Care
17.21%
Utilities
1.83%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of June 30, 2023
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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