Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.46%
Stock 98.06%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 51.70%
Mid 23.72%
Small 24.58%
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Region Exposure

% Developed Markets: 99.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.15%

Americas 83.58%
83.58%
Canada 69.39%
United States 14.19%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.26%
United Kingdom 2.06%
12.21%
Austria 0.63%
Denmark 0.68%
France 5.72%
Germany 2.60%
Ireland 0.78%
Switzerland 1.79%
0.00%
0.00%
Greater Asia 2.01%
Japan 0.00%
0.00%
2.01%
South Korea 2.01%
0.00%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
45.63%
Materials
13.21%
Consumer Discretionary
11.06%
Financials
19.92%
Real Estate
1.44%
Sensitive
30.92%
Communication Services
8.24%
Energy
2.21%
Industrials
10.58%
Information Technology
9.89%
Defensive
20.02%
Consumer Staples
10.15%
Health Care
7.60%
Utilities
2.27%
Not Classified
3.44%
Non Classified Equity
3.44%
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