Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.01%
Stock 99.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -2.83%
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Market Capitalization

As of June 30, 2026
Large 7.92%
Mid 22.87%
Small 69.22%
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Region Exposure

% Developed Markets: 101.9%    % Emerging Markets: 0.91%    % Unidentified Markets: -2.83%

Americas 98.25%
95.09%
Canada 0.17%
United States 94.92%
3.16%
Brazil 0.82%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.09%
United Kingdom 1.55%
2.53%
Denmark 0.23%
Finland 0.11%
Ireland 0.32%
Netherlands 0.30%
Sweden 0.00%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.00%
0.49%
Australia 0.49%
0.00%
0.00%
Unidentified Region -2.83%

Stock Sector Exposure

Cyclical
31.87%
Materials
4.93%
Consumer Discretionary
9.33%
Financials
13.17%
Real Estate
4.44%
Sensitive
52.58%
Communication Services
6.04%
Energy
3.38%
Industrials
22.62%
Information Technology
20.54%
Defensive
14.11%
Consumer Staples
2.52%
Health Care
10.13%
Utilities
1.46%
Not Classified
1.30%
Non Classified Equity
1.30%
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