Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.11%
Stock 98.70%
Bond 1.02%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 61.57%
Mid 28.33%
Small 10.11%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.06%    % Emerging Markets: 4.76%    % Unidentified Markets: 0.17%

Americas 60.71%
57.43%
Canada 7.38%
United States 50.05%
3.28%
Brazil 0.82%
Mexico 1.16%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.51%
United Kingdom 3.51%
14.73%
France 1.17%
Germany 0.89%
Ireland 2.28%
Italy 2.55%
Netherlands 2.33%
Norway 0.48%
Spain 1.21%
Switzerland 3.82%
0.00%
0.27%
Israel 0.27%
Greater Asia 20.61%
Japan 6.02%
0.82%
10.98%
Hong Kong 2.01%
Singapore 4.22%
South Korea 1.52%
Taiwan 3.23%
2.78%
Philippines 2.21%
Thailand 0.58%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
25.21%
Materials
2.69%
Consumer Discretionary
6.47%
Financials
12.25%
Real Estate
3.80%
Sensitive
41.07%
Communication Services
8.15%
Energy
3.36%
Industrials
6.94%
Information Technology
22.62%
Defensive
33.22%
Consumer Staples
11.44%
Health Care
14.96%
Utilities
6.81%
Not Classified
0.51%
Non Classified Equity
0.51%
As of June 30, 2026
View Region Exposure
Start Trial

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