Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.59%
Stock 98.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 63.37%
Mid 20.00%
Small 16.62%
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Region Exposure

% Developed Markets: 97.16%    % Emerging Markets: 2.84%    % Unidentified Markets: 0.00%

Americas 68.13%
65.29%
Canada 4.20%
United States 61.09%
2.84%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.04%
United Kingdom 3.38%
12.66%
Denmark 2.90%
Germany 3.11%
Ireland 1.97%
Netherlands 2.12%
Spain 2.57%
0.00%
0.00%
Greater Asia 15.82%
Japan 6.05%
0.00%
9.77%
Singapore 3.63%
South Korea 1.60%
Taiwan 4.55%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
26.69%
Materials
0.00%
Consumer Discretionary
12.57%
Financials
14.12%
Real Estate
0.00%
Sensitive
60.38%
Communication Services
1.98%
Energy
2.41%
Industrials
21.64%
Information Technology
34.35%
Defensive
12.93%
Consumer Staples
0.00%
Health Care
12.93%
Utilities
0.00%
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