Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 96.04%
Bond 0.10%
Convertible 0.00%
Preferred 0.63%
Other 3.22%
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Market Capitalization

As of June 30, 2025
Large 71.04%
Mid 19.73%
Small 9.22%
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Region Exposure

% Developed Markets: 94.57%    % Emerging Markets: 2.50%    % Unidentified Markets: 2.93%

Americas 1.71%
1.23%
Canada 1.13%
United States 0.10%
0.48%
Brazil 0.46%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.76%
United Kingdom 14.94%
49.00%
Austria 0.53%
Belgium 0.54%
Denmark 1.97%
Finland 1.02%
France 8.95%
Germany 8.94%
Ireland 2.43%
Italy 2.47%
Netherlands 6.20%
Norway 1.06%
Portugal 0.25%
Spain 3.02%
Sweden 3.60%
Switzerland 7.62%
0.00%
1.82%
Israel 1.29%
South Africa 0.53%
Greater Asia 29.59%
Japan 17.98%
5.13%
Australia 4.99%
5.00%
Hong Kong 2.53%
Singapore 1.13%
Taiwan 1.32%
1.49%
China 0.76%
India 0.73%
Unidentified Region 2.93%

Stock Sector Exposure

Cyclical
38.73%
Materials
4.25%
Consumer Discretionary
10.20%
Financials
23.35%
Real Estate
0.93%
Sensitive
40.49%
Communication Services
5.67%
Energy
2.97%
Industrials
19.49%
Information Technology
12.36%
Defensive
20.62%
Consumer Staples
7.62%
Health Care
10.25%
Utilities
2.75%
Not Classified
0.16%
Non Classified Equity
0.16%
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