Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.46%
Stock 95.29%
Bond 2.78%
Convertible 0.00%
Preferred 0.00%
Other 0.47%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 13.90%
Mid 35.34%
Small 50.76%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 87.81%    % Emerging Markets: 11.73%    % Unidentified Markets: 0.47%

Americas 19.21%
7.47%
Canada 4.68%
United States 2.78%
11.74%
Brazil 3.09%
Mexico 4.08%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.10%
United Kingdom 20.70%
21.41%
Belgium 2.80%
Germany 4.59%
Ireland 4.52%
Netherlands 5.63%
Spain 3.86%
0.00%
0.00%
Greater Asia 38.22%
Japan 8.67%
14.42%
Australia 14.42%
15.13%
Hong Kong 11.56%
Singapore 3.57%
0.00%
Unidentified Region 0.47%

Stock Sector Exposure

Cyclical
85.31%
Materials
0.00%
Consumer Discretionary
13.20%
Financials
0.00%
Real Estate
72.10%
Sensitive
5.21%
Communication Services
0.00%
Energy
0.00%
Industrials
2.77%
Information Technology
2.44%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
9.48%
Non Classified Equity
6.94%
Not Classified - Non Equity
2.54%
As of June 30, 2025
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