Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.53%
Stock 94.40%
Bond 1.46%
Convertible 0.00%
Preferred 0.00%
Other 3.61%
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Market Capitalization

As of June 30, 2026
Large 42.57%
Mid 44.10%
Small 13.33%
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Region Exposure

% Developed Markets: 91.53%    % Emerging Markets: 6.32%    % Unidentified Markets: 2.15%

Americas 53.15%
49.38%
Canada 5.97%
United States 43.40%
3.77%
Brazil 1.05%
Mexico 2.72%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.55%
United Kingdom 8.62%
23.78%
Denmark 0.53%
France 5.94%
Germany 1.05%
Ireland 0.12%
Italy 6.15%
Netherlands 1.53%
Portugal 0.15%
Spain 5.98%
Switzerland 1.93%
0.00%
0.15%
United Arab Emirates 0.15%
Greater Asia 12.15%
Japan 1.56%
5.55%
Australia 4.66%
2.67%
Hong Kong 2.67%
2.36%
China 1.33%
India 0.29%
Malaysia 0.44%
Philippines 0.30%
Unidentified Region 2.15%

Stock Sector Exposure

Cyclical
6.01%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.07%
Real Estate
5.93%
Sensitive
45.20%
Communication Services
2.72%
Energy
11.99%
Industrials
30.42%
Information Technology
0.08%
Defensive
45.69%
Consumer Staples
0.10%
Health Care
0.00%
Utilities
45.59%
Not Classified
0.17%
Non Classified Equity
0.17%
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