Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.02%
Stock 97.69%
Bond 0.19%
Convertible 0.00%
Preferred 1.11%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 20.66%
Mid 41.13%
Small 38.21%
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Region Exposure

% Developed Markets: 93.48%    % Emerging Markets: 6.51%    % Unidentified Markets: 0.01%

Americas 57.61%
52.98%
Canada 2.92%
United States 50.06%
4.63%
Brazil 2.97%
Mexico 1.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.51%
United Kingdom 6.58%
19.80%
Austria 0.46%
Denmark 0.78%
Finland 0.97%
France 3.33%
Germany 2.33%
Ireland 1.62%
Italy 1.01%
Netherlands 0.58%
Norway 0.38%
Sweden 3.12%
Switzerland 4.63%
0.00%
0.13%
South Africa 0.13%
Greater Asia 15.87%
Japan 9.18%
1.23%
Australia 1.23%
3.13%
Hong Kong 0.87%
South Korea 0.87%
Taiwan 1.39%
2.33%
China 0.52%
India 0.30%
Indonesia 1.51%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
23.16%
Materials
3.72%
Consumer Discretionary
9.27%
Financials
9.29%
Real Estate
0.88%
Sensitive
58.59%
Communication Services
3.45%
Energy
5.34%
Industrials
30.52%
Information Technology
19.28%
Defensive
17.97%
Consumer Staples
5.25%
Health Care
11.66%
Utilities
1.07%
Not Classified
0.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.28%
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