Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.52%
Stock 99.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of June 30, 2026
Large 84.51%
Mid 11.07%
Small 4.42%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.45%    % Unidentified Markets: 0.00%

Americas 89.91%
89.07%
Canada 3.93%
United States 85.14%
0.84%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.93%
United Kingdom 0.63%
3.22%
Denmark 0.88%
Germany 0.02%
Ireland 0.36%
Netherlands 1.92%
Switzerland 0.04%
0.00%
0.08%
Israel 0.08%
Greater Asia 6.16%
Japan 0.43%
0.00%
5.73%
Singapore 0.16%
South Korea 2.43%
Taiwan 3.15%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
13.97%
Materials
0.00%
Consumer Discretionary
11.38%
Financials
2.59%
Real Estate
0.00%
Sensitive
77.42%
Communication Services
11.66%
Energy
0.77%
Industrials
6.58%
Information Technology
58.41%
Defensive
8.62%
Consumer Staples
0.00%
Health Care
8.59%
Utilities
0.02%
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