Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.48%
Stock 98.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.57%
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Market Capitalization

As of June 30, 2026
Large 83.47%
Mid 14.71%
Small 1.82%
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Region Exposure

% Developed Markets: 98.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.90%

Americas 17.49%
17.49%
Canada 10.48%
United States 7.01%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 48.90%
United Kingdom 15.46%
33.44%
France 4.61%
Germany 6.25%
Italy 2.06%
Netherlands 7.40%
Norway 3.58%
Sweden 4.05%
Switzerland 5.50%
0.00%
0.00%
Greater Asia 31.71%
Japan 18.01%
0.00%
13.70%
Hong Kong 0.10%
Singapore 4.71%
South Korea 1.97%
Taiwan 6.91%
0.00%
Unidentified Region 1.90%

Stock Sector Exposure

Cyclical
30.01%
Materials
6.58%
Consumer Discretionary
10.70%
Financials
12.73%
Real Estate
0.00%
Sensitive
52.90%
Communication Services
0.18%
Energy
8.35%
Industrials
14.86%
Information Technology
29.51%
Defensive
16.87%
Consumer Staples
8.76%
Health Care
5.60%
Utilities
2.50%
Not Classified
0.21%
Non Classified Equity
0.21%
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