Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.16%
Stock 99.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.37%
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Market Capitalization

As of June 30, 2026
Large 3.00%
Mid 8.88%
Small 88.12%
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Region Exposure

% Developed Markets: 99.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.53%

Americas 94.84%
91.89%
United States 91.89%
2.95%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.63%
United Kingdom 3.69%
0.94%
Ireland 0.94%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.53%

Stock Sector Exposure

Cyclical
15.40%
Materials
4.25%
Consumer Discretionary
6.72%
Financials
2.56%
Real Estate
1.86%
Sensitive
60.56%
Communication Services
1.60%
Energy
3.89%
Industrials
34.37%
Information Technology
20.70%
Defensive
22.59%
Consumer Staples
1.57%
Health Care
18.90%
Utilities
2.12%
Not Classified
1.45%
Non Classified Equity
1.45%
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