Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.55%
Stock 98.56%
Bond 0.32%
Convertible 0.00%
Preferred 0.16%
Other 0.41%
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Market Capitalization

As of June 30, 2026
Large 74.44%
Mid 18.99%
Small 6.58%
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Region Exposure

% Developed Markets: 93.86%    % Emerging Markets: 5.21%    % Unidentified Markets: 0.93%

Americas 65.62%
64.73%
Canada 3.36%
United States 61.38%
0.89%
Brazil 0.48%
Chile 0.18%
Mexico 0.12%
Peru 0.11%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.62%
United Kingdom 4.16%
11.21%
Austria 0.24%
Belgium 0.21%
Denmark 0.40%
Finland 0.22%
France 1.87%
Germany 1.28%
Ireland 0.64%
Italy 0.76%
Netherlands 1.43%
Norway 0.35%
Portugal 0.16%
Spain 0.88%
Sweden 0.58%
Switzerland 2.00%
0.41%
Poland 0.22%
Turkey 0.06%
0.84%
Egypt 0.11%
Israel 0.13%
Saudi Arabia 0.12%
South Africa 0.42%
United Arab Emirates 0.07%
Greater Asia 16.83%
Japan 5.03%
1.06%
Australia 1.06%
7.46%
Hong Kong 1.05%
Singapore 0.50%
South Korea 2.79%
Taiwan 3.13%
3.27%
China 2.36%
India 0.28%
Indonesia 0.24%
Philippines 0.11%
Thailand 0.29%
Unidentified Region 0.93%

Stock Sector Exposure

Cyclical
29.16%
Materials
3.22%
Consumer Discretionary
8.06%
Financials
16.37%
Real Estate
1.50%
Sensitive
54.31%
Communication Services
7.60%
Energy
3.26%
Industrials
11.13%
Information Technology
32.31%
Defensive
15.12%
Consumer Staples
4.79%
Health Care
7.90%
Utilities
2.43%
Not Classified
0.54%
Non Classified Equity
0.54%
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