Asset Allocation

As of December 31, 2024.
Type % Net
Cash 2.77%
Stock 94.99%
Bond 0.00%
Convertible 0.00%
Preferred 2.24%
Other -0.00%
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Market Capitalization

As of December 31, 2024
Large 52.40%
Mid 31.24%
Small 16.36%
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Region Exposure

% Developed Markets: 89.94%    % Emerging Markets: 7.48%    % Unidentified Markets: 2.58%

Americas 6.86%
4.08%
Canada 3.37%
United States 0.71%
2.78%
Brazil 0.70%
As of December 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.80%
United Kingdom 15.93%
36.88%
Finland 0.83%
France 7.77%
Germany 10.32%
Ireland 2.54%
Italy 1.46%
Netherlands 2.23%
Spain 0.78%
Sweden 1.58%
Switzerland 8.01%
0.00%
0.00%
Greater Asia 37.76%
Japan 16.91%
0.00%
16.14%
Hong Kong 7.04%
Singapore 6.25%
South Korea 1.17%
Taiwan 1.68%
4.71%
China 1.49%
India 3.02%
Unidentified Region 2.58%

Stock Sector Exposure

Cyclical
34.75%
Materials
11.46%
Consumer Discretionary
11.98%
Financials
10.90%
Real Estate
0.40%
Sensitive
42.64%
Communication Services
1.28%
Energy
5.31%
Industrials
25.52%
Information Technology
10.52%
Defensive
21.80%
Consumer Staples
7.54%
Health Care
13.44%
Utilities
0.82%
Not Classified
0.82%
Non Classified Equity
0.82%
Not Classified - Non Equity
0.00%
As of June 30, 2024
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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