Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.32%
Stock 96.89%
Bond 0.98%
Convertible 0.00%
Preferred 0.53%
Other 0.29%
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Market Capitalization

As of June 30, 2026
Large 76.00%
Mid 18.35%
Small 5.65%
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Region Exposure

% Developed Markets: 79.09%    % Emerging Markets: 19.60%    % Unidentified Markets: 1.32%

Americas 11.54%
4.95%
Canada 3.14%
United States 1.82%
6.59%
Brazil 2.76%
Mexico 2.89%
Peru 0.59%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.76%
United Kingdom 10.03%
31.44%
Belgium 0.28%
Denmark 1.53%
Finland 0.58%
France 7.37%
Germany 5.91%
Greece 0.37%
Ireland 1.06%
Italy 0.43%
Netherlands 4.26%
Spain 1.34%
Sweden 3.60%
Switzerland 4.09%
0.55%
Czech Republic 0.06%
Turkey 0.11%
2.74%
Egypt 0.11%
Israel 0.43%
Saudi Arabia 0.15%
South Africa 1.63%
United Arab Emirates 0.42%
Greater Asia 42.38%
Japan 13.01%
1.41%
Australia 1.41%
17.39%
Hong Kong 2.47%
Singapore 1.60%
South Korea 5.39%
Taiwan 7.93%
10.57%
China 7.08%
India 1.83%
Indonesia 0.91%
Malaysia 0.44%
Philippines 0.10%
Thailand 0.20%
Unidentified Region 1.32%

Stock Sector Exposure

Cyclical
34.41%
Materials
5.02%
Consumer Discretionary
10.33%
Financials
17.85%
Real Estate
1.21%
Sensitive
45.97%
Communication Services
5.09%
Energy
3.58%
Industrials
16.65%
Information Technology
20.66%
Defensive
17.36%
Consumer Staples
8.71%
Health Care
7.98%
Utilities
0.67%
Not Classified
0.30%
Non Classified Equity
0.30%
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