Asset Allocation

As of June 30, 2026.
Type % Net
Cash -0.22%
Stock 97.24%
Bond 0.35%
Convertible 0.00%
Preferred 0.60%
Other 2.03%
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Market Capitalization

As of June 30, 2026
Large 76.86%
Mid 21.87%
Small 1.28%
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Region Exposure

% Developed Markets: 98.23%    % Emerging Markets: 0.26%    % Unidentified Markets: 1.51%

Americas 12.07%
12.03%
Canada 11.51%
United States 0.52%
0.04%
Mexico 0.04%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.40%
United Kingdom 12.20%
42.72%
Austria 0.11%
Belgium 1.32%
Denmark 1.30%
Finland 1.28%
France 7.40%
Germany 5.59%
Ireland 1.35%
Italy 2.51%
Netherlands 5.17%
Norway 1.35%
Portugal 0.19%
Spain 4.10%
Sweden 3.73%
Switzerland 7.26%
0.00%
1.48%
Israel 1.48%
Greater Asia 30.02%
Japan 21.30%
4.09%
Australia 4.09%
4.41%
Hong Kong 3.08%
Singapore 1.34%
0.22%
China 0.22%
Unidentified Region 1.51%

Stock Sector Exposure

Cyclical
41.45%
Materials
6.41%
Consumer Discretionary
7.30%
Financials
26.63%
Real Estate
1.10%
Sensitive
38.26%
Communication Services
3.80%
Energy
3.77%
Industrials
18.89%
Information Technology
11.81%
Defensive
18.73%
Consumer Staples
6.06%
Health Care
9.04%
Utilities
3.64%
Not Classified
0.82%
Non Classified Equity
0.82%
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