Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.62%
Stock 96.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.74%
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Market Capitalization

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

% Developed Markets: 100.1%    % Emerging Markets: 0.45%    % Unidentified Markets: -0.55%

Americas 49.46%
49.01%
Canada 5.22%
United States 43.79%
0.45%
Brazil 0.45%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.72%
United Kingdom 15.06%
34.66%
Belgium 2.10%
France 8.87%
Italy 2.57%
Netherlands 7.20%
Portugal 2.06%
Spain 9.92%
Switzerland 1.94%
0.00%
0.00%
Greater Asia 1.37%
Japan 0.00%
1.37%
Australia 1.37%
0.00%
0.00%
Unidentified Region -0.55%

Stock Sector Exposure

Cyclical
5.39%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.39%
Sensitive
38.82%
Communication Services
9.17%
Energy
8.31%
Industrials
21.34%
Information Technology
0.00%
Defensive
55.79%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
55.79%
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