Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.68%
Stock 97.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.49%
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Market Capitalization

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

% Developed Markets: 101.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.49%

Americas 65.43%
65.43%
Canada 5.19%
United States 60.24%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.44%
United Kingdom 5.62%
15.82%
France 3.49%
Ireland 1.55%
Italy 0.99%
Netherlands 4.79%
Spain 1.96%
Switzerland 3.05%
0.00%
0.00%
Greater Asia 14.62%
Japan 4.60%
1.04%
Australia 1.04%
8.98%
Hong Kong 4.46%
Taiwan 4.51%
0.00%
Unidentified Region -1.49%

Stock Sector Exposure

Cyclical
36.91%
Materials
5.90%
Consumer Discretionary
19.69%
Financials
11.33%
Real Estate
0.00%
Sensitive
39.31%
Communication Services
0.67%
Energy
2.84%
Industrials
10.18%
Information Technology
25.62%
Defensive
23.78%
Consumer Staples
5.17%
Health Care
18.61%
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