Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.61%
Stock 98.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 80.15%
Mid 17.72%
Small 2.14%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.33%    % Emerging Markets: 3.65%    % Unidentified Markets: 0.02%

Americas 7.66%
5.18%
Canada 1.52%
United States 3.65%
2.48%
Brazil 1.16%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.82%
United Kingdom 16.90%
41.91%
Denmark 0.45%
France 11.22%
Germany 5.16%
Ireland 2.71%
Italy 3.10%
Netherlands 6.30%
Norway 0.75%
Portugal 0.42%
Spain 2.06%
Sweden 1.00%
Switzerland 8.17%
0.00%
0.00%
Greater Asia 33.50%
Japan 23.57%
1.91%
Australia 1.91%
6.38%
Hong Kong 2.38%
South Korea 1.62%
Taiwan 2.24%
1.64%
India 1.31%
Thailand 0.33%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
42.66%
Materials
8.22%
Consumer Discretionary
7.30%
Financials
27.13%
Real Estate
0.00%
Sensitive
38.81%
Communication Services
3.53%
Energy
4.19%
Industrials
17.44%
Information Technology
13.65%
Defensive
18.53%
Consumer Staples
5.14%
Health Care
10.73%
Utilities
2.66%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
View Region Exposure
Start Trial

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