Asset Allocation

As of May 31, 2025.
Type % Net
Cash 2.25%
Stock 94.17%
Bond 2.01%
Convertible 0.00%
Preferred 0.76%
Other 0.81%
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Market Capitalization

As of May 31, 2025
Large 57.24%
Mid 29.39%
Small 13.38%
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Region Exposure

% Developed Markets: 97.80%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.20%

Americas 79.02%
79.02%
Canada 0.56%
United States 78.46%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.58%
United Kingdom 9.33%
6.25%
France 0.88%
Germany 0.76%
Ireland 3.31%
Netherlands 1.30%
0.00%
0.00%
Greater Asia 3.20%
Japan 0.98%
0.00%
2.22%
South Korea 1.55%
Taiwan 0.66%
0.00%
Unidentified Region 2.20%

Stock Sector Exposure

Cyclical
35.73%
Materials
4.63%
Consumer Discretionary
5.65%
Financials
22.79%
Real Estate
2.67%
Sensitive
35.23%
Communication Services
5.71%
Energy
4.05%
Industrials
13.14%
Information Technology
12.33%
Defensive
25.04%
Consumer Staples
4.40%
Health Care
16.00%
Utilities
4.64%
Not Classified
4.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.01%
As of May 31, 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