Asset Allocation

As of December 31, 2024.
Type % Net
Cash 0.38%
Stock 99.05%
Bond 0.58%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of December 31, 2024
Large 45.19%
Mid 36.60%
Small 18.21%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.29%

Americas 94.19%
94.19%
Canada 1.14%
United States 93.06%
0.00%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.63%
United Kingdom 1.63%
0.00%
0.00%
0.00%
Greater Asia 0.88%
Japan 0.00%
0.00%
0.88%
Singapore 0.88%
0.00%
Unidentified Region 3.29%

Stock Sector Exposure

Cyclical
39.00%
Materials
6.96%
Consumer Discretionary
5.39%
Financials
24.70%
Real Estate
1.96%
Sensitive
20.63%
Communication Services
6.71%
Energy
6.78%
Industrials
2.70%
Information Technology
4.45%
Defensive
39.87%
Consumer Staples
11.51%
Health Care
4.22%
Utilities
24.14%
Not Classified
0.49%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.49%
As of June 30, 2024
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