Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.43%
Stock 94.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.39%
Other 4.81%
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Market Capitalization

As of June 30, 2026
Large 78.47%
Mid 20.35%
Small 1.18%
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Region Exposure

% Developed Markets: 94.93%    % Emerging Markets: 0.19%    % Unidentified Markets: 4.87%

Americas 11.46%
11.37%
Canada 10.80%
United States 0.57%
0.10%
Colombia 0.01%
Mexico 0.09%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.26%
United Kingdom 11.30%
42.56%
Austria 0.37%
Belgium 0.76%
Denmark 1.11%
Finland 1.11%
France 7.07%
Germany 7.15%
Ireland 0.96%
Italy 2.81%
Netherlands 6.30%
Norway 0.94%
Portugal 0.29%
Spain 2.76%
Sweden 3.21%
Switzerland 7.11%
0.00%
Poland 0.00%
1.40%
Israel 1.40%
Greater Asia 28.40%
Japan 19.78%
4.68%
Australia 4.59%
3.85%
Hong Kong 2.40%
Singapore 1.45%
0.09%
China 0.09%
Unidentified Region 4.87%

Stock Sector Exposure

Cyclical
40.94%
Materials
6.36%
Consumer Discretionary
6.82%
Financials
26.50%
Real Estate
1.26%
Sensitive
36.65%
Communication Services
3.41%
Energy
4.95%
Industrials
17.06%
Information Technology
11.23%
Defensive
17.45%
Consumer Staples
6.20%
Health Care
8.42%
Utilities
2.82%
Not Classified
0.83%
Non Classified Equity
0.83%
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