Asset Allocation

As of June 30, 2026.
Type % Net
Cash 29.59%
Stock 65.64%
Bond 3.22%
Convertible 0.00%
Preferred 0.00%
Other 1.55%
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Market Capitalization

As of June 30, 2026
Large 88.84%
Mid 6.34%
Small 4.82%
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Region Exposure

% Developed Markets: 67.13%    % Emerging Markets: 0.04%    % Unidentified Markets: 32.83%

Americas 39.43%
39.37%
Canada 0.02%
United States 39.34%
0.06%
Colombia 0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.33%
United Kingdom 0.04%
0.12%
Belgium 0.00%
Finland 0.00%
France 0.00%
Germany 0.00%
Ireland 0.04%
Italy 0.00%
Norway 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.06%
0.00%
4.17%
Israel 4.17%
United Arab Emirates 0.00%
Greater Asia 23.41%
Japan 0.05%
0.02%
Australia 0.02%
23.31%
Hong Kong 0.59%
Singapore 0.01%
South Korea 0.01%
Taiwan 22.71%
0.03%
China 0.03%
Unidentified Region 32.83%

Stock Sector Exposure

Cyclical
15.48%
Materials
0.15%
Consumer Discretionary
4.10%
Financials
10.66%
Real Estate
0.57%
Sensitive
66.28%
Communication Services
1.41%
Energy
1.20%
Industrials
5.37%
Information Technology
58.31%
Defensive
11.66%
Consumer Staples
0.09%
Health Care
11.48%
Utilities
0.09%
Not Classified
0.12%
Non Classified Equity
0.12%
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