Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.34%
Stock 97.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.99%
Other 0.67%
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Market Capitalization

As of June 30, 2026
Large 11.87%
Mid 43.87%
Small 44.26%
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Region Exposure

% Developed Markets: 90.76%    % Emerging Markets: 8.38%    % Unidentified Markets: 0.86%

Americas 10.12%
4.64%
Canada 3.25%
United States 1.38%
5.48%
Brazil 3.28%
Mexico 1.42%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.27%
United Kingdom 12.66%
34.05%
Austria 2.05%
Belgium 1.02%
Denmark 2.23%
Finland 1.52%
France 4.82%
Germany 3.24%
Greece 0.54%
Ireland 2.53%
Italy 2.33%
Netherlands 2.46%
Norway 1.04%
Portugal 0.00%
Spain 0.47%
Sweden 4.19%
Switzerland 4.88%
0.13%
Poland 0.13%
3.43%
Israel 2.97%
South Africa 0.17%
Greater Asia 38.76%
Japan 26.64%
3.93%
Australia 3.93%
5.29%
Hong Kong 2.05%
Singapore 0.24%
South Korea 0.76%
Taiwan 2.24%
2.89%
China 1.31%
India 0.22%
Indonesia 1.36%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
35.46%
Materials
8.27%
Consumer Discretionary
9.43%
Financials
12.14%
Real Estate
5.63%
Sensitive
48.15%
Communication Services
4.83%
Energy
3.91%
Industrials
24.71%
Information Technology
14.71%
Defensive
16.35%
Consumer Staples
6.14%
Health Care
7.85%
Utilities
2.36%
Not Classified
0.03%
Non Classified Equity
0.03%
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