Asset Allocation

As of May 31, 2024.
Type % Net
Cash 0.15%
Stock 99.75%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2024
Large 54.29%
Mid 26.05%
Small 19.66%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.43%    % Unidentified Markets: 0.13%

Americas 95.33%
93.42%
Canada 0.51%
United States 92.91%
1.91%
Brazil 0.43%
As of May 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.54%
United Kingdom 1.52%
3.01%
Ireland 2.18%
Netherlands 0.00%
Switzerland 0.83%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
35.53%
Materials
3.37%
Consumer Discretionary
5.23%
Financials
22.42%
Real Estate
4.51%
Sensitive
35.07%
Communication Services
6.00%
Energy
6.91%
Industrials
12.57%
Information Technology
9.58%
Defensive
29.06%
Consumer Staples
8.88%
Health Care
14.17%
Utilities
6.00%
Not Classified
0.34%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.34%
As of May 31, 2024
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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