Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.05%
Stock 94.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 5.12%
View Asset Allocation
Start Trial

Market Capitalization

As of June 30, 2026
Large 85.33%
Mid 9.59%
Small 5.08%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 75.70%    % Emerging Markets: 19.18%    % Unidentified Markets: 5.12%

Americas 24.07%
12.82%
Canada 3.34%
United States 9.48%
11.24%
Brazil 3.42%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.54%
United Kingdom 3.39%
37.15%
Denmark 0.62%
France 8.32%
Germany 2.04%
Ireland 1.79%
Italy 3.59%
Netherlands 9.56%
Sweden 2.76%
Switzerland 1.51%
0.00%
0.00%
Greater Asia 30.27%
Japan 0.72%
0.00%
21.61%
Singapore 3.94%
South Korea 3.40%
Taiwan 14.28%
7.94%
China 7.94%
Unidentified Region 5.12%

Stock Sector Exposure

Cyclical
40.13%
Materials
0.00%
Consumer Discretionary
30.04%
Financials
10.09%
Real Estate
0.00%
Sensitive
46.98%
Communication Services
9.99%
Energy
0.00%
Industrials
4.70%
Information Technology
32.29%
Defensive
7.76%
Consumer Staples
2.99%
Health Care
4.77%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of June 30, 2026
View Region Exposure
Start Trial

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