Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 96.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.22%
Other 3.20%
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Market Capitalization

As of June 30, 2025
Large 62.07%
Mid 26.92%
Small 11.01%
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Region Exposure

% Developed Markets: 97.29%    % Emerging Markets: 0.20%    % Unidentified Markets: 2.52%

Americas 5.27%
4.80%
Canada 3.05%
United States 1.74%
0.47%
Brazil 0.20%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 67.52%
United Kingdom 14.17%
52.31%
Austria 0.81%
Belgium 0.27%
Denmark 1.25%
Finland 0.73%
France 12.33%
Germany 8.22%
Greece 0.37%
Ireland 4.47%
Italy 1.57%
Netherlands 4.93%
Norway 1.18%
Portugal 0.45%
Spain 3.97%
Sweden 2.94%
Switzerland 8.55%
0.00%
1.05%
Israel 1.05%
Greater Asia 24.69%
Japan 16.81%
3.27%
Australia 3.27%
4.61%
Hong Kong 1.20%
Singapore 0.65%
South Korea 1.11%
Taiwan 1.65%
0.00%
Unidentified Region 2.52%

Stock Sector Exposure

Cyclical
43.08%
Materials
8.99%
Consumer Discretionary
6.35%
Financials
27.54%
Real Estate
0.20%
Sensitive
36.67%
Communication Services
1.37%
Energy
5.49%
Industrials
18.79%
Information Technology
11.01%
Defensive
20.10%
Consumer Staples
8.24%
Health Care
10.25%
Utilities
1.61%
Not Classified
0.15%
Non Classified Equity
0.15%
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