Asset Allocation

As of June 30, 2025.
Type % Net
Cash 2.10%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of June 30, 2025
Large 68.83%
Mid 19.14%
Small 12.02%
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Region Exposure

% Developed Markets: 96.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.26%

Americas 48.24%
48.24%
Canada 9.01%
United States 39.24%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.77%
United Kingdom 2.91%
21.86%
Austria 2.05%
France 3.53%
Germany 7.71%
Ireland 2.94%
Netherlands 1.07%
Sweden 1.30%
Switzerland 3.26%
0.00%
0.00%
Greater Asia 23.72%
Japan 17.61%
0.00%
6.12%
Hong Kong 1.60%
Singapore 2.81%
South Korea 1.71%
0.00%
Unidentified Region 3.26%

Stock Sector Exposure

Cyclical
37.25%
Materials
8.20%
Consumer Discretionary
7.26%
Financials
21.79%
Real Estate
0.00%
Sensitive
41.86%
Communication Services
1.95%
Energy
6.74%
Industrials
16.13%
Information Technology
17.04%
Defensive
17.69%
Consumer Staples
4.65%
Health Care
13.04%
Utilities
0.00%
Not Classified
3.21%
Non Classified Equity
3.21%
Not Classified - Non Equity
0.00%
As of June 30, 2025
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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