Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.57%
Stock 98.17%
Bond 0.00%
Convertible 0.00%
Preferred 0.35%
Other 0.92%
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Market Capitalization

As of June 30, 2026
Large 79.96%
Mid 19.19%
Small 0.85%
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Region Exposure

% Developed Markets: 98.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.39%

Americas 0.44%
0.44%
United States 0.44%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.88%
United Kingdom 11.71%
50.86%
Austria 0.65%
Belgium 1.37%
Denmark 2.01%
Finland 2.24%
France 7.47%
Germany 8.02%
Ireland 1.00%
Italy 3.13%
Netherlands 7.08%
Norway 1.27%
Portugal 0.39%
Spain 4.68%
Sweden 2.51%
Switzerland 7.83%
0.00%
1.31%
Israel 1.31%
Greater Asia 34.28%
Japan 23.20%
6.68%
Australia 6.42%
4.41%
Hong Kong 2.22%
Singapore 2.18%
0.00%
Unidentified Region 1.39%

Stock Sector Exposure

Cyclical
41.53%
Materials
4.57%
Consumer Discretionary
7.19%
Financials
27.48%
Real Estate
2.30%
Sensitive
37.75%
Communication Services
4.95%
Energy
0.38%
Industrials
19.69%
Information Technology
12.73%
Defensive
20.73%
Consumer Staples
7.16%
Health Care
10.13%
Utilities
3.44%
Not Classified
0.00%
Non Classified Equity
0.00%
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