Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.52%
Stock 97.60%
Bond 2.58%
Convertible 0.00%
Preferred 0.00%
Other -2.71%
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Market Capitalization

As of June 30, 2026
Large 34.13%
Mid 37.69%
Small 28.18%
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Region Exposure

% Developed Markets: 85.10%    % Emerging Markets: 15.09%    % Unidentified Markets: -0.19%

Americas 17.56%
11.80%
Canada 4.21%
United States 7.59%
5.76%
Mexico 5.76%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.73%
United Kingdom 10.88%
30.86%
Austria 3.41%
France 10.46%
Germany 2.73%
Greece 1.74%
Ireland 8.44%
Portugal 4.07%
0.00%
0.00%
Greater Asia 40.90%
Japan 11.94%
0.00%
19.63%
Hong Kong 11.33%
South Korea 3.22%
Taiwan 5.07%
9.33%
China 6.24%
Philippines 3.09%
Unidentified Region -0.19%

Stock Sector Exposure

Cyclical
33.56%
Materials
0.00%
Consumer Discretionary
17.23%
Financials
16.33%
Real Estate
0.00%
Sensitive
42.76%
Communication Services
8.82%
Energy
0.00%
Industrials
12.46%
Information Technology
21.47%
Defensive
18.71%
Consumer Staples
7.67%
Health Care
11.04%
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