Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.19%
Stock 98.52%
Bond 0.00%
Convertible 0.00%
Preferred 1.14%
Other 0.15%
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Market Capitalization

As of December 31, 2024
Large 68.59%
Mid 24.85%
Small 6.56%
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Region Exposure

% Developed Markets: 91.36%    % Emerging Markets: 8.81%    % Unidentified Markets: -0.17%

Americas 68.02%
66.36%
Canada 4.80%
United States 61.56%
1.66%
Brazil 0.35%
Chile 0.07%
Colombia 0.10%
Mexico 0.01%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.18%
United Kingdom 4.92%
8.34%
Austria 0.17%
Belgium 0.18%
Denmark 0.04%
Finland 0.26%
France 0.91%
Germany 1.43%
Greece 0.18%
Ireland 0.35%
Italy 0.83%
Netherlands 0.17%
Norway 0.38%
Spain 1.50%
Switzerland 1.94%
0.24%
Czech Republic 0.13%
Poland 0.08%
Turkey 0.03%
1.68%
Egypt 0.08%
Qatar 0.08%
Saudi Arabia 0.17%
South Africa 0.06%
United Arab Emirates 1.29%
Greater Asia 16.97%
Japan 4.92%
0.81%
Australia 0.81%
3.51%
Hong Kong 0.54%
Singapore 0.33%
South Korea 1.76%
Taiwan 0.88%
7.72%
China 2.13%
India 4.47%
Indonesia 0.17%
Malaysia 0.45%
Philippines 0.24%
Thailand 0.25%
Unidentified Region -0.17%

Stock Sector Exposure

Cyclical
19.78%
Materials
0.93%
Consumer Discretionary
3.65%
Financials
14.05%
Real Estate
1.16%
Sensitive
45.79%
Communication Services
9.29%
Energy
1.36%
Industrials
15.74%
Information Technology
19.40%
Defensive
31.73%
Consumer Staples
9.91%
Health Care
14.65%
Utilities
7.17%
Not Classified
2.69%
Non Classified Equity
2.69%
Not Classified - Non Equity
0.00%
As of May 31, 2024
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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