Asset Allocation

As of June 30, 2025.
Type % Net
Cash 1.89%
Stock 96.33%
Bond 1.39%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
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Market Capitalization

As of June 30, 2025
Large 94.46%
Mid 5.27%
Small 0.28%
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Region Exposure

% Developed Markets: 92.96%    % Emerging Markets: 4.76%    % Unidentified Markets: 2.28%

Americas 8.40%
6.31%
Canada 4.93%
United States 1.39%
2.08%
Brazil 2.08%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.21%
United Kingdom 8.40%
53.81%
Belgium 2.59%
Denmark 1.07%
France 11.52%
Germany 2.01%
Ireland 4.76%
Italy 4.96%
Netherlands 11.36%
Norway 1.77%
Spain 4.36%
Sweden 1.80%
Switzerland 7.62%
0.00%
0.00%
Greater Asia 27.11%
Japan 16.51%
0.00%
7.92%
Hong Kong 1.90%
Singapore 2.86%
Taiwan 3.16%
2.68%
India 2.68%
Unidentified Region 2.28%

Stock Sector Exposure

Cyclical
35.17%
Materials
5.71%
Consumer Discretionary
4.90%
Financials
24.56%
Real Estate
0.00%
Sensitive
47.20%
Communication Services
0.64%
Energy
4.64%
Industrials
25.60%
Information Technology
16.32%
Defensive
14.35%
Consumer Staples
0.77%
Health Care
10.00%
Utilities
3.58%
Not Classified
3.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.29%
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