Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.18%
Stock 98.31%
Bond 0.52%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 85.41%
Mid 11.75%
Small 2.83%
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Region Exposure

% Developed Markets: 97.71%    % Emerging Markets: 1.83%    % Unidentified Markets: 0.46%

Americas 8.15%
8.15%
Canada 0.01%
United States 8.14%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 71.45%
United Kingdom 23.58%
47.87%
Denmark 3.36%
France 16.94%
Germany 5.69%
Ireland 5.49%
Italy 3.87%
Netherlands 7.13%
Sweden 3.40%
Switzerland 1.99%
0.00%
0.00%
Greater Asia 19.93%
Japan 8.92%
0.05%
Australia 0.05%
9.14%
Hong Kong 0.07%
Taiwan 9.07%
1.83%
China 1.83%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
21.09%
Materials
0.00%
Consumer Discretionary
8.66%
Financials
12.44%
Real Estate
0.00%
Sensitive
67.85%
Communication Services
9.77%
Energy
0.00%
Industrials
34.74%
Information Technology
23.33%
Defensive
10.53%
Consumer Staples
4.07%
Health Care
6.46%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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