Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.52%
Stock 98.91%
Bond 0.31%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of June 30, 2026
Large 76.92%
Mid 17.17%
Small 5.91%
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Region Exposure

% Developed Markets: 96.02%    % Emerging Markets: 3.32%    % Unidentified Markets: 0.66%

Americas 6.16%
5.58%
Canada 2.36%
United States 3.22%
0.57%
Brazil 0.57%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 65.09%
United Kingdom 20.57%
42.87%
Austria 0.00%
Belgium 0.17%
Denmark 0.04%
Finland 0.44%
France 11.81%
Germany 4.95%
Greece 1.01%
Ireland 1.66%
Italy 3.26%
Netherlands 7.10%
Norway 1.29%
Portugal 0.00%
Spain 5.86%
Sweden 0.00%
Switzerland 5.27%
0.57%
Poland 0.57%
1.08%
Israel 0.61%
South Africa 0.27%
United Arab Emirates 0.21%
Greater Asia 28.09%
Japan 18.61%
1.70%
Australia 1.70%
6.59%
Hong Kong 2.00%
Singapore 3.40%
South Korea 0.21%
Taiwan 0.99%
1.18%
China 0.89%
Kazakhstan 0.29%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
48.13%
Materials
5.03%
Consumer Discretionary
6.78%
Financials
34.90%
Real Estate
1.41%
Sensitive
26.73%
Communication Services
2.51%
Energy
7.66%
Industrials
10.55%
Information Technology
6.02%
Defensive
24.07%
Consumer Staples
10.01%
Health Care
8.41%
Utilities
5.66%
Not Classified
0.29%
Non Classified Equity
0.29%
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