Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.72%
Stock 97.60%
Bond 0.81%
Convertible 0.00%
Preferred 0.08%
Other 0.79%
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Market Capitalization

As of June 30, 2025
Large 82.56%
Mid 15.67%
Small 1.77%
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Region Exposure

% Developed Markets: 96.26%    % Emerging Markets: 2.42%    % Unidentified Markets: 1.32%

Americas 4.75%
4.91%
Canada 2.52%
United States 2.39%
-0.17%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 60.00%
United Kingdom 12.41%
45.33%
Austria 0.84%
Belgium -0.31%
Denmark 3.01%
Finland 1.41%
France 9.24%
Germany 8.70%
Ireland 0.80%
Italy 5.69%
Netherlands 4.30%
Norway 1.46%
Spain 3.81%
Sweden 0.42%
Switzerland 5.86%
0.00%
2.26%
Israel 2.24%
South Africa 0.02%
Greater Asia 33.94%
Japan 20.20%
2.80%
Australia 2.95%
8.54%
Hong Kong 2.96%
Singapore 4.71%
Taiwan 0.71%
2.39%
China 0.76%
India 1.24%
Indonesia 0.39%
Unidentified Region 1.32%

Stock Sector Exposure

Cyclical
33.36%
Materials
1.83%
Consumer Discretionary
7.34%
Financials
22.51%
Real Estate
1.68%
Sensitive
41.84%
Communication Services
5.88%
Energy
1.59%
Industrials
23.04%
Information Technology
11.33%
Defensive
22.84%
Consumer Staples
6.26%
Health Care
11.12%
Utilities
5.46%
Not Classified
1.95%
Non Classified Equity
0.53%
Not Classified - Non Equity
1.43%
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