Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.09%
Stock 89.70%
Bond 2.53%
Convertible 0.00%
Preferred 0.16%
Other 7.71%
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Market Capitalization

As of March 31, 2026
Large 78.66%
Mid 15.91%
Small 5.43%
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Region Exposure

% Developed Markets: 92.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 7.68%

Americas 65.98%
65.89%
Canada 2.76%
United States 63.13%
0.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.31%
United Kingdom 4.66%
15.65%
Belgium 0.13%
Denmark 0.60%
Finland 0.11%
France 3.22%
Germany 2.66%
Ireland 1.10%
Italy 1.03%
Netherlands 2.57%
Spain 1.65%
Sweden 0.12%
Switzerland 2.46%
0.00%
0.00%
Greater Asia 6.03%
Japan 5.25%
0.78%
Australia 0.78%
0.00%
0.00%
Unidentified Region 7.68%

Stock Sector Exposure

Cyclical
29.92%
Materials
2.73%
Consumer Discretionary
8.16%
Financials
19.03%
Real Estate
0.00%
Sensitive
48.82%
Communication Services
7.63%
Energy
6.70%
Industrials
10.45%
Information Technology
24.03%
Defensive
12.50%
Consumer Staples
3.53%
Health Care
7.97%
Utilities
1.00%
Not Classified
8.76%
Non Classified Equity
0.98%
Not Classified - Non Equity
7.78%
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