Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.33%
Stock 98.25%
Bond 0.30%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of June 30, 2025
Large 76.05%
Mid 16.59%
Small 7.37%
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Region Exposure

% Developed Markets: 98.19%    % Emerging Markets: 1.66%    % Unidentified Markets: 0.15%

Americas 65.24%
65.24%
Canada 7.77%
United States 57.47%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.30%
United Kingdom 3.13%
20.49%
Denmark 1.94%
France 5.21%
Ireland 3.44%
Netherlands 3.15%
Spain 0.82%
Sweden 2.70%
Switzerland 3.22%
0.00%
0.68%
South Africa 0.68%
Greater Asia 10.31%
Japan 5.26%
1.70%
Australia 1.70%
2.37%
Taiwan 2.37%
0.98%
India 0.98%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
34.89%
Materials
5.93%
Consumer Discretionary
9.91%
Financials
14.39%
Real Estate
4.66%
Sensitive
43.28%
Communication Services
10.04%
Energy
3.45%
Industrials
14.35%
Information Technology
15.45%
Defensive
20.84%
Consumer Staples
5.63%
Health Care
10.34%
Utilities
4.87%
Not Classified
0.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.99%
As of June 30, 2025
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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