Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.85%
Stock 92.70%
Bond 2.84%
Convertible 0.00%
Preferred 0.61%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 89.59%
Mid 5.49%
Small 4.93%
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Region Exposure

% Developed Markets: 80.31%    % Emerging Markets: 16.84%    % Unidentified Markets: 2.85%

Americas 14.86%
7.63%
Canada 3.79%
United States 3.84%
7.23%
Brazil 3.46%
Chile 0.61%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.04%
United Kingdom 6.76%
26.58%
Belgium 1.50%
France 2.62%
Germany 3.77%
Italy 0.76%
Netherlands 6.95%
Norway 1.02%
Spain 3.34%
Sweden 3.01%
Switzerland 2.48%
0.64%
Turkey 0.64%
3.07%
Egypt 0.48%
South Africa 2.08%
United Arab Emirates 0.50%
Greater Asia 45.25%
Japan 12.78%
0.95%
Australia 0.95%
24.30%
Hong Kong 1.18%
Singapore 1.47%
South Korea 7.01%
Taiwan 14.64%
7.22%
China 5.34%
India 1.88%
Unidentified Region 2.85%

Stock Sector Exposure

Cyclical
23.71%
Materials
6.06%
Consumer Discretionary
5.23%
Financials
11.73%
Real Estate
0.70%
Sensitive
55.41%
Communication Services
3.08%
Energy
4.14%
Industrials
11.28%
Information Technology
36.91%
Defensive
14.87%
Consumer Staples
3.43%
Health Care
11.44%
Utilities
0.00%
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