Asset Allocation

As of May 31, 2026.
Type % Net
Cash 3.10%
Stock 92.59%
Bond 2.21%
Convertible 0.00%
Preferred 0.25%
Other 1.85%
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Market Capitalization

As of May 31, 2026
Large 85.74%
Mid 13.57%
Small 0.69%
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Region Exposure

% Developed Markets: 95.51%    % Emerging Markets: 0.10%    % Unidentified Markets: 4.39%

Americas 2.69%
2.62%
United States 2.62%
0.07%
Mexico 0.04%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.08%
United Kingdom 12.69%
47.16%
Austria 0.31%
Belgium 0.81%
Denmark 1.56%
Finland 1.19%
France 8.22%
Germany 8.39%
Ireland 0.59%
Italy 2.95%
Netherlands 6.27%
Norway 0.65%
Portugal 0.16%
Spain 3.37%
Sweden 2.95%
Switzerland 9.17%
0.02%
Czech Republic 0.02%
1.21%
Israel 1.21%
Greater Asia 31.84%
Japan 22.02%
6.38%
Australia 6.17%
3.40%
Hong Kong 1.87%
Singapore 1.51%
0.03%
China 0.03%
Unidentified Region 4.39%

Stock Sector Exposure

Cyclical
38.91%
Materials
6.15%
Consumer Discretionary
7.89%
Financials
23.29%
Real Estate
1.57%
Sensitive
36.43%
Communication Services
4.01%
Energy
3.47%
Industrials
18.42%
Information Technology
10.53%
Defensive
19.62%
Consumer Staples
6.27%
Health Care
9.71%
Utilities
3.64%
Not Classified
0.01%
Non Classified Equity
0.01%
As of May 31, 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