Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.57%
Stock 98.43%
Bond 1.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 85.78%
Mid 10.55%
Small 3.67%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 1.05%    % Unidentified Markets: 0.21%

Americas 66.72%
66.72%
Canada 1.93%
United States 64.79%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.08%
United Kingdom 8.74%
15.34%
Austria 1.35%
Belgium 0.72%
France 4.17%
Germany 1.42%
Ireland 0.94%
Italy 1.42%
Netherlands 1.16%
Spain 0.68%
Sweden 0.99%
Switzerland 1.64%
0.00%
0.00%
Greater Asia 9.00%
Japan 5.25%
0.02%
Australia 0.02%
2.67%
Hong Kong -0.77%
Singapore 0.63%
Taiwan 2.81%
1.05%
China 1.05%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
30.34%
Materials
4.97%
Consumer Discretionary
10.41%
Financials
13.52%
Real Estate
1.44%
Sensitive
51.78%
Communication Services
8.18%
Energy
3.59%
Industrials
12.04%
Information Technology
27.97%
Defensive
17.88%
Consumer Staples
4.88%
Health Care
10.67%
Utilities
2.33%
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