Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.15%
Stock 98.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
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Market Capitalization

As of March 31, 2026
Large 6.89%
Mid 27.10%
Small 66.01%
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Region Exposure

% Developed Markets: 93.05%    % Emerging Markets: 5.15%    % Unidentified Markets: 1.80%

Americas 56.73%
53.51%
Canada 9.88%
United States 43.64%
3.21%
Brazil 1.50%
Mexico 1.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.30%
United Kingdom 5.02%
11.99%
Austria 0.00%
Belgium 0.29%
Denmark 0.48%
Finland 0.00%
France 2.22%
Germany 1.61%
Ireland 0.55%
Italy 1.93%
Netherlands 1.37%
Norway 1.62%
Portugal 0.00%
Spain 0.63%
Sweden 0.00%
Switzerland 0.00%
0.00%
Poland 0.00%
1.30%
Israel 1.30%
Greater Asia 23.17%
Japan 14.03%
4.13%
Australia 4.13%
2.44%
Hong Kong 0.00%
Singapore 0.00%
South Korea 1.59%
Taiwan 0.85%
2.57%
China 2.09%
India 0.48%
Unidentified Region 1.80%

Stock Sector Exposure

Cyclical
36.62%
Materials
7.35%
Consumer Discretionary
12.46%
Financials
12.03%
Real Estate
4.78%
Sensitive
50.39%
Communication Services
4.10%
Energy
7.43%
Industrials
23.91%
Information Technology
14.95%
Defensive
11.64%
Consumer Staples
3.75%
Health Care
5.77%
Utilities
2.11%
Not Classified
1.35%
Non Classified Equity
1.35%
Not Classified - Non Equity
0.00%
As of March 31, 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