Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.15%
Stock 96.28%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.57%
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Market Capitalization

As of June 30, 2026
Large 65.00%
Mid 18.40%
Small 16.59%
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Region Exposure

% Developed Markets: 89.85%    % Emerging Markets: 6.57%    % Unidentified Markets: 3.58%

Americas 62.16%
58.99%
Canada 2.02%
United States 56.98%
3.17%
Brazil 1.97%
Peru 0.42%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.10%
United Kingdom 3.34%
14.55%
Denmark 0.30%
Finland 0.28%
France 2.55%
Germany 2.35%
Ireland 2.10%
Italy 0.88%
Netherlands 3.84%
Norway 0.00%
Sweden 0.68%
Switzerland 1.37%
0.21%
Poland 0.21%
0.00%
Greater Asia 16.16%
Japan 3.24%
0.00%
10.16%
Hong Kong 1.20%
Singapore 1.01%
South Korea 2.83%
Taiwan 5.12%
2.76%
China 2.65%
Indonesia 0.10%
Unidentified Region 3.58%

Stock Sector Exposure

Cyclical
32.25%
Materials
3.51%
Consumer Discretionary
13.62%
Financials
13.50%
Real Estate
1.62%
Sensitive
48.48%
Communication Services
8.29%
Energy
2.43%
Industrials
9.72%
Information Technology
28.04%
Defensive
15.00%
Consumer Staples
3.19%
Health Care
11.33%
Utilities
0.48%
Not Classified
0.69%
Non Classified Equity
0.69%
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