Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.13%
Stock 98.69%
Bond 0.77%
Convertible 0.00%
Preferred 0.00%
Other -0.60%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 73.79%
Mid 20.62%
Small 5.59%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 72.55%
72.55%
Canada 5.09%
United States 67.47%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.88%
United Kingdom 6.52%
13.36%
Finland 1.24%
France 7.31%
Germany 1.03%
Ireland 1.07%
Italy 0.91%
Netherlands 0.64%
Norway 1.16%
0.00%
0.00%
Greater Asia 7.04%
Japan 0.83%
5.21%
Australia 5.21%
1.00%
Singapore 1.00%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
32.23%
Materials
3.36%
Consumer Discretionary
10.89%
Financials
17.98%
Real Estate
0.00%
Sensitive
47.13%
Communication Services
8.51%
Energy
0.00%
Industrials
8.43%
Information Technology
30.19%
Defensive
18.75%
Consumer Staples
5.09%
Health Care
11.41%
Utilities
2.25%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
View Region Exposure
Start Trial

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