Asset Allocation

As of May 31, 2025.
Type % Net
Cash 0.67%
Stock 98.69%
Bond 0.64%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of May 31, 2025
Large 71.78%
Mid 16.50%
Small 11.73%
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Region Exposure

% Developed Markets: 99.34%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.66%

Americas 85.81%
85.81%
Canada 4.73%
United States 81.08%
0.00%
As of May 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.53%
United Kingdom 2.69%
10.85%
Ireland 9.42%
Netherlands 1.43%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.66%

Stock Sector Exposure

Cyclical
35.72%
Materials
3.80%
Consumer Discretionary
6.84%
Financials
21.23%
Real Estate
3.85%
Sensitive
37.99%
Communication Services
4.07%
Energy
5.58%
Industrials
18.90%
Information Technology
9.44%
Defensive
24.99%
Consumer Staples
8.12%
Health Care
13.94%
Utilities
2.94%
Not Classified
1.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.30%
As of May 31, 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