Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.74%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other -0.01%
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Market Capitalization

As of June 30, 2026
Large 84.62%
Mid 14.99%
Small 0.40%
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Region Exposure

% Developed Markets: 99.46%    % Emerging Markets: 0.53%    % Unidentified Markets: 0.00%

Americas 2.12%
1.68%
Canada 1.68%
United States -0.00%
0.44%
Mexico 0.44%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.36%
United Kingdom 12.37%
52.58%
Austria 0.10%
Belgium 0.43%
Denmark 1.54%
Finland 1.83%
France 11.16%
Germany 7.68%
Ireland 0.34%
Italy 3.67%
Netherlands 6.25%
Norway 0.59%
Spain 3.90%
Sweden 3.40%
Switzerland 11.67%
0.00%
0.41%
Israel 0.41%
Greater Asia 32.51%
Japan 22.72%
5.47%
Australia 4.97%
4.22%
Hong Kong 2.95%
Singapore 1.28%
0.09%
China 0.09%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
39.54%
Materials
4.88%
Consumer Discretionary
8.42%
Financials
24.94%
Real Estate
1.30%
Sensitive
38.15%
Communication Services
2.96%
Energy
3.06%
Industrials
19.99%
Information Technology
12.13%
Defensive
22.30%
Consumer Staples
6.28%
Health Care
11.11%
Utilities
4.92%
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