Asset Allocation

As of June 30, 2026.
Type % Net
Cash -0.43%
Stock 98.34%
Bond 2.10%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.06%    % Emerging Markets: 0.38%    % Unidentified Markets: 0.56%

Americas 2.27%
2.27%
Canada 2.10%
United States 0.17%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.79%
United Kingdom 12.12%
49.67%
Belgium 0.81%
Denmark 3.23%
Finland 0.85%
France 7.97%
Germany 7.14%
Ireland 4.43%
Italy 3.33%
Netherlands 6.84%
Spain 5.10%
Sweden 1.14%
Switzerland 8.83%
0.00%
0.00%
Greater Asia 35.38%
Japan 21.70%
3.66%
Australia 3.66%
9.64%
Hong Kong 1.55%
Singapore 2.56%
South Korea 1.22%
Taiwan 4.31%
0.38%
China 0.38%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
40.48%
Materials
6.94%
Consumer Discretionary
7.65%
Financials
24.31%
Real Estate
1.58%
Sensitive
40.56%
Communication Services
1.54%
Energy
3.32%
Industrials
19.00%
Information Technology
16.70%
Defensive
18.96%
Consumer Staples
7.62%
Health Care
7.47%
Utilities
3.87%
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