Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.85%
Stock 96.51%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 2.03%
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Market Capitalization

As of June 30, 2025
Large 3.80%
Mid 56.08%
Small 40.12%
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Region Exposure

% Developed Markets: 98.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.69%

Americas 13.63%
13.16%
Canada 12.55%
United States 0.61%
0.46%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 57.76%
United Kingdom 15.57%
42.19%
Austria 1.24%
Finland 1.97%
France 2.41%
Germany 8.79%
Ireland 1.14%
Italy 5.07%
Netherlands 2.16%
Norway 7.09%
Spain 0.78%
Sweden 7.39%
Switzerland 4.15%
0.00%
0.00%
Greater Asia 26.92%
Japan 20.72%
6.20%
Australia 6.20%
0.00%
0.00%
Unidentified Region 1.69%

Stock Sector Exposure

Cyclical
45.61%
Materials
3.32%
Consumer Discretionary
24.62%
Financials
16.70%
Real Estate
0.97%
Sensitive
44.78%
Communication Services
3.45%
Energy
3.95%
Industrials
27.20%
Information Technology
10.18%
Defensive
8.14%
Consumer Staples
2.48%
Health Care
5.66%
Utilities
0.00%
Not Classified
1.47%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.47%
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