Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.48%
Stock 95.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 5.68%
Mid 21.24%
Small 73.08%
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Region Exposure

% Developed Markets: 93.43%    % Emerging Markets: 6.57%    % Unidentified Markets: 0.00%

Americas 65.24%
63.17%
Canada 5.45%
United States 57.72%
2.07%
Mexico 2.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.31%
United Kingdom 4.98%
6.23%
Belgium 1.27%
France 1.09%
Italy 1.44%
Sweden 2.43%
0.00%
4.10%
Israel 4.10%
Greater Asia 19.45%
Japan 11.19%
1.27%
Australia 1.27%
2.50%
South Korea 0.89%
Taiwan 1.60%
4.50%
India 4.50%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
30.06%
Materials
5.78%
Consumer Discretionary
9.36%
Financials
14.92%
Real Estate
0.00%
Sensitive
51.37%
Communication Services
0.72%
Energy
0.00%
Industrials
35.02%
Information Technology
15.63%
Defensive
18.56%
Consumer Staples
7.12%
Health Care
11.45%
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