Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.23%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.26%
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Market Capitalization

As of June 30, 2026
Large 73.75%
Mid 16.59%
Small 9.66%
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Region Exposure

% Developed Markets: 93.97%    % Emerging Markets: 6.29%    % Unidentified Markets: -0.26%

Americas 62.50%
62.30%
Canada 1.17%
United States 61.13%
0.21%
Peru 0.21%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.82%
United Kingdom 1.07%
17.75%
France 6.15%
Ireland 8.84%
Spain 0.70%
Sweden 0.87%
Switzerland 1.19%
0.00%
0.00%
Greater Asia 18.93%
Japan 5.28%
0.00%
7.69%
South Korea 0.20%
Taiwan 7.48%
5.96%
China 3.97%
India 1.99%
Unidentified Region -0.26%

Stock Sector Exposure

Cyclical
27.43%
Materials
1.77%
Consumer Discretionary
10.31%
Financials
15.11%
Real Estate
0.23%
Sensitive
50.54%
Communication Services
8.12%
Energy
0.00%
Industrials
16.08%
Information Technology
26.34%
Defensive
22.04%
Consumer Staples
6.61%
Health Care
13.42%
Utilities
2.01%
Not Classified
0.00%
Non Classified Equity
0.00%
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