Asset Allocation

As of March 31, 2026.
Type % Net
Cash 8.21%
Stock 91.79%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 76.97%
Mid 19.01%
Small 4.02%
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Region Exposure

% Developed Markets: 87.94%    % Emerging Markets: 3.84%    % Unidentified Markets: 8.21%

Americas 54.77%
52.97%
Canada 4.09%
United States 48.88%
1.80%
Brazil 1.80%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.33%
United Kingdom 7.98%
11.35%
Germany 5.16%
Netherlands 1.70%
Spain 2.04%
Sweden 2.45%
0.00%
0.00%
Greater Asia 17.69%
Japan 7.83%
0.00%
7.81%
Hong Kong 1.99%
South Korea 2.78%
Taiwan 3.05%
2.05%
China 2.05%
Unidentified Region 8.21%

Stock Sector Exposure

Cyclical
30.61%
Materials
11.57%
Consumer Discretionary
7.70%
Financials
11.34%
Real Estate
0.00%
Sensitive
60.39%
Communication Services
7.31%
Energy
13.56%
Industrials
14.65%
Information Technology
24.87%
Defensive
9.00%
Consumer Staples
3.36%
Health Care
5.64%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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