Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.13%
Stock 94.16%
Bond 3.53%
Convertible 0.00%
Preferred 0.00%
Other 1.18%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.24%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.76%

Americas 62.68%
62.68%
Canada 3.66%
United States 59.02%
0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.02%
United Kingdom 3.45%
9.57%
Germany 3.62%
Ireland 1.33%
Netherlands 3.07%
Spain 1.54%
0.00%
0.00%
Greater Asia 17.54%
Japan 7.07%
5.81%
Australia 5.81%
4.66%
Hong Kong 2.32%
Singapore 2.34%
0.00%
Unidentified Region 6.76%

Stock Sector Exposure

Cyclical
87.62%
Materials
0.00%
Consumer Discretionary
5.17%
Financials
0.00%
Real Estate
82.45%
Sensitive
2.46%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
2.46%
Defensive
7.75%
Consumer Staples
0.00%
Health Care
7.75%
Utilities
0.00%
Not Classified
2.17%
Non Classified Equity
2.17%
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