Asset Allocation

As of June 30, 2025.
Type % Net
Cash 4.42%
Stock 95.37%
Bond 0.85%
Convertible 0.00%
Preferred 0.28%
Other -0.92%
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Market Capitalization

As of June 30, 2025
Large 70.39%
Mid 23.48%
Small 6.13%
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Region Exposure

% Developed Markets: 97.91%    % Emerging Markets: 2.65%    % Unidentified Markets: -0.56%

Americas 16.04%
15.77%
Canada 8.52%
United States 7.25%
0.28%
Brazil 0.11%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.09%
United Kingdom 11.59%
44.60%
Austria 0.32%
Belgium 0.29%
Denmark 1.00%
Finland 0.65%
France 8.42%
Germany 7.85%
Greece 0.16%
Ireland 3.03%
Italy 5.10%
Netherlands 4.05%
Norway 0.80%
Portugal 0.45%
Spain 3.46%
Sweden 2.17%
Switzerland 6.46%
0.18%
Poland 0.00%
Turkey 0.05%
0.72%
Israel 0.71%
South Africa 0.02%
Greater Asia 27.42%
Japan 17.72%
2.12%
Australia 2.04%
5.24%
Hong Kong 2.77%
Singapore 0.82%
South Korea 0.70%
Taiwan 0.91%
2.34%
China 2.06%
India 0.28%
Unidentified Region -0.56%

Stock Sector Exposure

Cyclical
44.26%
Materials
7.65%
Consumer Discretionary
8.63%
Financials
27.31%
Real Estate
0.66%
Sensitive
37.73%
Communication Services
6.46%
Energy
3.65%
Industrials
18.00%
Information Technology
9.62%
Defensive
16.26%
Consumer Staples
5.95%
Health Care
8.19%
Utilities
2.13%
Not Classified
1.75%
Non Classified Equity
0.23%
Not Classified - Non Equity
1.53%
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