Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.02%
Stock 92.58%
Bond 4.17%
Convertible 0.00%
Preferred 2.52%
Other 0.71%
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Market Capitalization

As of June 30, 2026
Large 13.61%
Mid 36.55%
Small 49.84%
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Region Exposure

% Developed Markets: 79.22%    % Emerging Markets: 20.09%    % Unidentified Markets: 0.69%

Americas 23.61%
9.31%
Canada 5.15%
United States 4.17%
14.30%
Brazil 5.76%
Mexico 4.97%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.93%
United Kingdom 13.94%
21.99%
Belgium 3.68%
Germany 5.09%
Ireland 5.46%
Netherlands 4.63%
Spain 3.12%
0.00%
0.00%
Greater Asia 39.77%
Japan 8.84%
12.59%
Australia 12.59%
12.68%
Hong Kong 12.68%
Singapore 0.00%
5.66%
Philippines 2.02%
Thailand 3.64%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
89.91%
Materials
0.00%
Consumer Discretionary
11.21%
Financials
0.00%
Real Estate
78.71%
Sensitive
6.00%
Communication Services
0.00%
Energy
0.00%
Industrials
3.79%
Information Technology
2.21%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
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