Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.25%
Stock 99.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2025
Large 48.31%
Mid 31.40%
Small 20.29%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 94.68%
94.68%
United States 94.68%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.07%
United Kingdom 0.00%
5.07%
Ireland 2.61%
Netherlands 2.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
13.89%
Materials
3.67%
Consumer Discretionary
3.81%
Financials
6.40%
Real Estate
0.00%
Sensitive
53.03%
Communication Services
5.19%
Energy
0.00%
Industrials
20.07%
Information Technology
27.77%
Defensive
33.08%
Consumer Staples
12.98%
Health Care
20.10%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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