Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.93%
Stock 95.12%
Bond 0.53%
Convertible 0.00%
Preferred 0.00%
Other 3.42%
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Market Capitalization

As of June 30, 2025
Large 7.58%
Mid 47.94%
Small 44.48%
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Region Exposure

% Developed Markets: 72.16%    % Emerging Markets: 23.73%    % Unidentified Markets: 4.11%

Americas 11.14%
2.57%
Canada 2.01%
United States 0.56%
8.58%
Brazil 3.94%
Mexico 4.63%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.00%
United Kingdom 19.83%
29.56%
France 6.15%
Germany 4.64%
Italy 6.92%
Norway 2.69%
Sweden 5.59%
Switzerland 1.68%
6.60%
0.00%
Greater Asia 28.74%
Japan 10.27%
3.40%
Australia 3.40%
6.52%
Singapore 3.31%
South Korea 2.65%
Taiwan 0.55%
8.55%
China 3.87%
Indonesia 2.64%
Malaysia 2.04%
Unidentified Region 4.11%

Stock Sector Exposure

Cyclical
24.16%
Materials
6.53%
Consumer Discretionary
1.97%
Financials
15.67%
Real Estate
0.00%
Sensitive
64.13%
Communication Services
25.67%
Energy
2.07%
Industrials
21.16%
Information Technology
15.24%
Defensive
10.43%
Consumer Staples
3.75%
Health Care
6.68%
Utilities
0.00%
Not Classified
1.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.28%
As of June 30, 2025
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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