Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.04%
Stock 97.45%
Bond 0.00%
Convertible 0.00%
Preferred 1.61%
Other 0.89%
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Market Capitalization

As of June 30, 2026
Large 63.98%
Mid 20.07%
Small 15.95%
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Region Exposure

% Developed Markets: 92.37%    % Emerging Markets: 6.73%    % Unidentified Markets: 0.90%

Americas 60.25%
58.84%
Canada 4.06%
United States 54.79%
1.40%
Brazil 1.05%
Mexico 0.35%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.05%
United Kingdom 6.46%
10.89%
Belgium 0.07%
Denmark 0.13%
Finland 0.33%
France 3.23%
Germany 0.51%
Ireland 0.47%
Italy 0.69%
Netherlands 1.12%
Norway 0.34%
Spain 0.34%
Sweden 0.29%
Switzerland 3.36%
0.03%
Turkey 0.03%
0.67%
Israel 0.67%
Greater Asia 20.81%
Japan 2.41%
3.07%
Australia 3.07%
10.93%
Hong Kong 0.79%
Singapore 0.69%
South Korea 4.13%
Taiwan 5.33%
4.40%
China 0.98%
India 3.33%
Indonesia 0.09%
Unidentified Region 0.90%

Stock Sector Exposure

Cyclical
24.46%
Materials
0.93%
Consumer Discretionary
9.09%
Financials
11.79%
Real Estate
2.66%
Sensitive
50.21%
Communication Services
8.25%
Energy
6.06%
Industrials
9.38%
Information Technology
26.52%
Defensive
24.43%
Consumer Staples
8.80%
Health Care
8.95%
Utilities
6.68%
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