Asset Allocation

As of June 30, 2026.
Type % Net
Cash 3.01%
Stock 96.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.27%
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Market Capitalization

As of June 30, 2026
Large 2.97%
Mid 12.32%
Small 84.70%
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Region Exposure

% Developed Markets: 85.77%    % Emerging Markets: 13.92%    % Unidentified Markets: 0.31%

Americas 9.21%
9.21%
Canada 6.25%
United States 2.96%
0.00%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.28%
United Kingdom 10.19%
20.25%
Austria 0.92%
Germany 4.77%
Greece 6.55%
Spain 1.01%
Sweden 7.00%
1.54%
Poland 1.54%
4.29%
Israel 3.29%
Saudi Arabia 1.00%
Greater Asia 54.20%
Japan 21.23%
11.27%
Australia 11.27%
10.32%
Hong Kong 2.65%
South Korea 3.38%
Taiwan 4.29%
11.38%
China 0.90%
India 9.47%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
34.28%
Materials
3.43%
Consumer Discretionary
7.17%
Financials
21.99%
Real Estate
1.68%
Sensitive
53.30%
Communication Services
0.00%
Energy
0.00%
Industrials
23.96%
Information Technology
29.35%
Defensive
12.42%
Consumer Staples
6.44%
Health Care
5.97%
Utilities
0.00%
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