Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.52%
Stock 98.10%
Bond 0.17%
Convertible 0.00%
Preferred 1.06%
Other 0.16%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 92.64%    % Emerging Markets: 7.29%    % Unidentified Markets: 0.07%

Americas 53.65%
51.80%
Canada 3.81%
United States 47.98%
1.86%
Brazil 1.33%
Chile 0.07%
Mexico 0.33%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.19%
United Kingdom 5.80%
16.13%
Austria 0.16%
Belgium 0.24%
Denmark 0.32%
Finland 0.52%
France 3.24%
Germany 3.19%
Ireland 1.03%
Italy 0.97%
Netherlands 1.25%
Norway 0.40%
Portugal 0.07%
Spain 1.08%
Sweden 0.78%
Switzerland 2.69%
0.30%
Poland 0.16%
Turkey 0.14%
0.95%
Israel 0.22%
Saudi Arabia 0.23%
South Africa 0.50%
Greater Asia 23.09%
Japan 9.47%
2.02%
Australia 2.01%
7.08%
Hong Kong 1.26%
Singapore 0.48%
South Korea 3.29%
Taiwan 2.05%
4.52%
China 3.08%
India 0.91%
Indonesia 0.13%
Malaysia 0.10%
Thailand 0.31%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
38.03%
Materials
7.49%
Consumer Discretionary
10.09%
Financials
18.60%
Real Estate
1.85%
Sensitive
42.30%
Communication Services
7.18%
Energy
10.00%
Industrials
11.04%
Information Technology
14.09%
Defensive
18.79%
Consumer Staples
5.94%
Health Care
9.32%
Utilities
3.53%
Not Classified
0.88%
Non Classified Equity
0.60%
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