Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.59%
Stock 96.30%
Bond 1.01%
Convertible 0.00%
Preferred 0.00%
Other 1.10%
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Market Capitalization

As of June 30, 2025
Large 23.25%
Mid 42.18%
Small 34.56%
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Region Exposure

% Developed Markets: 82.12%    % Emerging Markets: 16.05%    % Unidentified Markets: 1.83%

Americas 9.69%
7.49%
Canada 6.48%
United States 1.01%
2.20%
Brazil 1.39%
Mexico 0.81%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.53%
United Kingdom 5.96%
25.03%
Austria 1.35%
Denmark 1.46%
France 1.49%
Germany 2.99%
Greece 2.11%
Italy 5.00%
Netherlands 1.52%
Norway 1.47%
Portugal 0.59%
Spain 1.42%
Sweden 2.44%
Switzerland 3.19%
0.91%
Poland 0.91%
3.64%
Israel 3.64%
Greater Asia 52.95%
Japan 11.59%
8.29%
Australia 8.29%
20.13%
Hong Kong 1.79%
Singapore 0.75%
South Korea 13.59%
Taiwan 4.01%
12.94%
China 6.47%
India 6.47%
Thailand 0.00%
Unidentified Region 1.83%

Stock Sector Exposure

Cyclical
36.31%
Materials
6.37%
Consumer Discretionary
12.78%
Financials
17.16%
Real Estate
0.00%
Sensitive
50.42%
Communication Services
7.27%
Energy
1.47%
Industrials
32.41%
Information Technology
9.27%
Defensive
9.88%
Consumer Staples
2.56%
Health Care
6.73%
Utilities
0.59%
Not Classified
3.40%
Non Classified Equity
0.88%
Not Classified - Non Equity
2.52%
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