Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.20%
Stock 93.81%
Bond 2.55%
Convertible 0.00%
Preferred 0.15%
Other 2.28%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 91.15%    % Emerging Markets: 5.48%    % Unidentified Markets: 3.37%

Americas 66.27%
64.79%
Canada 2.48%
United States 62.31%
1.49%
Argentina 0.01%
Brazil 0.55%
Chile 0.02%
Colombia 0.01%
Mexico 0.39%
Peru 0.00%
Venezuela 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.28%
United Kingdom 5.08%
11.22%
Austria 0.25%
Belgium 0.04%
Denmark 0.26%
Finland 0.36%
France 2.07%
Germany 1.48%
Greece 0.04%
Ireland 0.68%
Italy 0.85%
Netherlands 2.18%
Norway 0.16%
Portugal 0.17%
Spain 0.37%
Sweden 0.41%
Switzerland 1.51%
0.31%
Czech Republic 0.01%
Poland 0.08%
Turkey 0.06%
0.67%
Egypt 0.00%
Israel 0.07%
Nigeria 0.00%
Qatar 0.03%
Saudi Arabia 0.28%
South Africa 0.22%
United Arab Emirates 0.08%
Greater Asia 13.07%
Japan 4.10%
0.73%
Australia 0.72%
4.82%
Hong Kong 0.80%
Singapore 0.40%
South Korea 1.47%
Taiwan 2.15%
3.41%
China 1.68%
India 1.11%
Indonesia 0.20%
Kazakhstan 0.01%
Malaysia 0.06%
Philippines 0.04%
Thailand 0.20%
Unidentified Region 3.37%

Stock Sector Exposure

Cyclical
33.44%
Materials
5.59%
Consumer Discretionary
9.24%
Financials
14.54%
Real Estate
4.07%
Sensitive
47.19%
Communication Services
6.92%
Energy
5.74%
Industrials
12.08%
Information Technology
22.45%
Defensive
15.52%
Consumer Staples
3.84%
Health Care
9.49%
Utilities
2.19%
Not Classified
0.37%
Non Classified Equity
0.37%
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