Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.62%
Stock 98.95%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 29.45%
Mid 33.27%
Small 37.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.58%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.28%

Americas 65.43%
65.43%
Canada 1.99%
United States 63.44%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.74%
United Kingdom 2.88%
9.32%
Belgium 0.90%
Finland 0.14%
France 1.73%
Germany 1.60%
Greece 0.20%
Netherlands 0.15%
Spain 0.71%
Sweden 1.58%
Switzerland 2.32%
0.00%
0.54%
Israel 0.54%
Greater Asia 21.55%
Japan 9.41%
5.74%
Australia 5.74%
6.39%
Hong Kong 3.46%
Singapore 2.93%
0.00%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
91.89%
Materials
0.44%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
91.44%
Sensitive
0.49%
Communication Services
0.00%
Energy
0.00%
Industrials
0.49%
Information Technology
0.00%
Defensive
1.73%
Consumer Staples
0.00%
Health Care
1.73%
Utilities
0.00%
Not Classified
5.89%
Non Classified Equity
5.38%
Not Classified - Non Equity
0.52%
As of March 31, 2026
View Region Exposure
Start Trial

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