Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.59%
Stock 98.75%
Bond 0.81%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

As of June 30, 2025
Large 0.99%
Mid 4.83%
Small 94.18%
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Region Exposure

% Developed Markets: 98.49%    % Emerging Markets: 1.15%    % Unidentified Markets: 0.36%

Americas 95.44%
94.02%
Canada 1.52%
United States 92.50%
1.42%
Brazil 0.20%
Colombia 0.23%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.09%
United Kingdom 1.54%
1.48%
Ireland 0.04%
Italy 0.52%
Switzerland 0.11%
0.00%
1.07%
Israel 1.07%
Greater Asia 0.11%
Japan 0.00%
0.00%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
24.12%
Materials
1.47%
Consumer Discretionary
12.63%
Financials
9.28%
Real Estate
0.75%
Sensitive
46.30%
Communication Services
2.37%
Energy
0.94%
Industrials
19.23%
Information Technology
23.76%
Defensive
28.18%
Consumer Staples
3.99%
Health Care
24.19%
Utilities
0.00%
Not Classified
1.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.40%
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