Asset Allocation

As of June 30, 2025.
Type % Net
Cash -0.94%
Stock 90.07%
Bond 4.84%
Convertible 0.00%
Preferred 0.18%
Other 5.85%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 89.44%    % Emerging Markets: 6.14%    % Unidentified Markets: 4.41%

Americas 64.06%
63.16%
Canada 2.44%
United States 60.71%
0.90%
Argentina 0.00%
Brazil 0.37%
Chile 0.06%
Colombia 0.03%
Mexico 0.22%
Peru 0.03%
Venezuela 0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.45%
United Kingdom 3.35%
11.66%
Austria 0.08%
Belgium 0.20%
Denmark 0.46%
Finland 0.22%
France 1.92%
Germany 1.95%
Greece 0.06%
Ireland 1.12%
Italy 0.75%
Netherlands 1.14%
Norway 0.16%
Portugal 0.04%
Spain 0.65%
Sweden 0.71%
Switzerland 2.12%
0.30%
Czech Republic 0.03%
Poland 0.13%
Russia 0.00%
Turkey 0.08%
1.15%
Egypt 0.01%
Israel 0.22%
Nigeria 0.00%
Qatar 0.07%
Saudi Arabia 0.31%
South Africa 0.30%
United Arab Emirates 0.14%
Greater Asia 15.07%
Japan 5.15%
1.60%
Australia 1.52%
3.86%
Hong Kong 0.72%
Singapore 0.36%
South Korea 1.09%
Taiwan 1.67%
4.47%
China 2.16%
India 1.82%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.17%
Philippines 0.06%
Thailand 0.13%
Unidentified Region 4.41%

Stock Sector Exposure

Cyclical
32.38%
Materials
3.64%
Consumer Discretionary
10.00%
Financials
16.44%
Real Estate
2.31%
Sensitive
45.46%
Communication Services
7.42%
Energy
3.34%
Industrials
11.00%
Information Technology
23.70%
Defensive
16.39%
Consumer Staples
5.37%
Health Care
8.43%
Utilities
2.59%
Not Classified
5.77%
Non Classified Equity
0.22%
Not Classified - Non Equity
5.55%
As of June 30, 2025
View Region Exposure
Start Trial

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