Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.70%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.33%
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Market Capitalization

As of May 31, 2025
Large 68.01%
Mid 27.27%
Small 4.72%
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Region Exposure

% Developed Markets: 99.67%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.33%

Americas 8.49%
8.49%
Canada 8.49%
United States 0.00%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 73.48%
United Kingdom 16.93%
46.71%
Austria 2.46%
Denmark 5.25%
Finland 1.01%
France 3.35%
Germany 7.54%
Ireland 8.38%
Italy 5.15%
Netherlands 4.01%
Portugal 1.91%
Sweden 1.69%
Switzerland 5.96%
0.00%
9.84%
Israel 9.84%
Greater Asia 17.71%
Japan 15.44%
0.00%
2.26%
Hong Kong 0.99%
Singapore 1.27%
0.00%
Unidentified Region 0.33%

Stock Sector Exposure

Cyclical
37.81%
Materials
4.58%
Consumer Discretionary
6.15%
Financials
27.08%
Real Estate
0.00%
Sensitive
43.60%
Communication Services
5.69%
Energy
0.67%
Industrials
23.71%
Information Technology
13.53%
Defensive
18.58%
Consumer Staples
8.80%
Health Care
7.54%
Utilities
2.24%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of May 31, 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