Asset Allocation

As of June 30, 2026.
Type % Net
Cash -0.12%
Stock 99.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.50%
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Market Capitalization

As of June 30, 2026
Large 65.33%
Mid 12.09%
Small 22.58%
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Region Exposure

% Developed Markets: 81.74%    % Emerging Markets: 17.70%    % Unidentified Markets: 0.55%

Americas 39.41%
30.82%
Canada 9.99%
United States 20.82%
8.59%
Brazil 5.65%
Mexico 2.94%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.70%
United Kingdom 20.13%
16.56%
Finland 0.39%
France 5.88%
Germany 3.18%
Netherlands 2.13%
Switzerland 4.61%
0.00%
2.01%
Israel 0.85%
South Africa 1.16%
Greater Asia 21.33%
Japan 1.43%
2.25%
Australia 2.25%
9.70%
Hong Kong 3.11%
Singapore 0.52%
South Korea 3.61%
Taiwan 2.46%
7.95%
China 7.79%
India 0.00%
Indonesia 0.16%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
48.13%
Materials
34.03%
Consumer Discretionary
5.91%
Financials
5.47%
Real Estate
2.72%
Sensitive
23.41%
Communication Services
6.75%
Energy
3.88%
Industrials
3.67%
Information Technology
9.10%
Defensive
27.96%
Consumer Staples
8.98%
Health Care
14.00%
Utilities
4.98%
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