Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.37%
Stock 97.94%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.69%
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Market Capitalization

As of June 30, 2026
Large 99.19%
Mid 0.81%
Small 0.00%
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Region Exposure

% Developed Markets: 99.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.90%

Americas 0.95%
0.95%
Canada 0.95%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.07%
United Kingdom 13.13%
59.93%
Belgium 0.39%
Finland 2.05%
France 13.39%
Germany 8.40%
Italy 8.27%
Netherlands 3.91%
Spain 11.87%
Switzerland 11.66%
0.00%
0.00%
Greater Asia 25.08%
Japan 13.77%
9.45%
Australia 9.45%
1.86%
Hong Kong 1.86%
0.00%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
56.76%
Materials
8.26%
Consumer Discretionary
8.76%
Financials
39.74%
Real Estate
0.00%
Sensitive
20.38%
Communication Services
5.55%
Energy
4.80%
Industrials
7.72%
Information Technology
2.31%
Defensive
22.85%
Consumer Staples
5.36%
Health Care
10.84%
Utilities
6.66%
Not Classified
0.00%
Non Classified Equity
0.00%
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