Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.38%
Stock 98.18%
Bond 0.30%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2025
Large 76.03%
Mid 16.65%
Small 7.32%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.20%    % Emerging Markets: 1.64%    % Unidentified Markets: 0.16%

Americas 65.53%
65.53%
Canada 8.04%
United States 57.49%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.02%
United Kingdom 3.15%
20.18%
Denmark 1.96%
France 5.22%
Ireland 3.49%
Netherlands 3.13%
Spain 0.83%
Sweden 2.73%
Switzerland 2.83%
0.00%
0.69%
South Africa 0.69%
Greater Asia 10.29%
Japan 5.22%
1.73%
Australia 1.73%
2.38%
Taiwan 2.38%
0.96%
India 0.96%
Unidentified Region 0.16%

Stock Sector Exposure

Cyclical
35.26%
Materials
6.13%
Consumer Discretionary
9.93%
Financials
14.47%
Real Estate
4.73%
Sensitive
43.11%
Communication Services
9.76%
Energy
3.33%
Industrials
14.33%
Information Technology
15.69%
Defensive
20.65%
Consumer Staples
5.74%
Health Care
10.09%
Utilities
4.82%
Not Classified
0.99%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.99%
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