Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.09%
Stock 99.19%
Bond 0.72%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 61.83%
Mid 20.70%
Small 17.47%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 98.39%
98.39%
Canada 0.66%
United States 97.72%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.37%
United Kingdom 0.00%
0.37%
Ireland 0.35%
Switzerland 0.03%
0.00%
0.00%
Greater Asia 1.24%
Japan 0.00%
0.41%
Australia 0.41%
0.83%
Singapore 0.83%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
21.96%
Materials
0.26%
Consumer Discretionary
11.28%
Financials
10.35%
Real Estate
0.06%
Sensitive
62.25%
Communication Services
7.49%
Energy
3.14%
Industrials
9.53%
Information Technology
42.09%
Defensive
15.79%
Consumer Staples
5.29%
Health Care
10.01%
Utilities
0.49%
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