Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.29%
Stock 98.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.41%
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Market Capitalization

As of June 30, 2026
Large 53.11%
Mid 32.12%
Small 14.77%
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Region Exposure

% Developed Markets: 94.12%    % Emerging Markets: 4.42%    % Unidentified Markets: 1.46%

Americas 57.29%
56.63%
Canada 3.20%
United States 53.43%
0.67%
Mexico 0.67%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.26%
United Kingdom 5.56%
12.70%
Finland 0.41%
France 2.18%
Germany 0.25%
Ireland 4.35%
Italy 1.38%
Netherlands 4.13%
0.00%
0.00%
Greater Asia 22.98%
Japan 9.14%
0.00%
10.10%
Hong Kong 2.50%
Singapore 1.54%
South Korea 1.29%
Taiwan 4.77%
3.75%
China 2.61%
India 1.14%
Unidentified Region 1.46%

Stock Sector Exposure

Cyclical
34.93%
Materials
6.02%
Consumer Discretionary
9.79%
Financials
17.16%
Real Estate
1.95%
Sensitive
45.23%
Communication Services
5.71%
Energy
3.62%
Industrials
13.54%
Information Technology
22.37%
Defensive
18.42%
Consumer Staples
4.28%
Health Care
11.71%
Utilities
2.43%
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