Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.25%
Stock 98.13%
Bond 0.61%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of March 31, 2026
Large 82.28%
Mid 14.09%
Small 3.63%
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Region Exposure

% Developed Markets: 95.01%    % Emerging Markets: 3.96%    % Unidentified Markets: 1.03%

Americas 68.85%
66.94%
Canada 3.38%
United States 63.56%
1.91%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.76%
United Kingdom 6.65%
11.12%
France 6.16%
Ireland 0.67%
Italy 0.93%
Netherlands 1.19%
Spain 1.17%
Sweden 1.00%
0.00%
0.00%
Greater Asia 12.36%
Japan 4.22%
0.00%
4.17%
Singapore 1.04%
Taiwan 3.14%
3.96%
China 3.96%
Unidentified Region 1.03%

Stock Sector Exposure

Cyclical
32.52%
Materials
4.28%
Consumer Discretionary
11.70%
Financials
16.50%
Real Estate
0.03%
Sensitive
52.21%
Communication Services
8.17%
Energy
2.05%
Industrials
17.09%
Information Technology
24.89%
Defensive
13.61%
Consumer Staples
4.74%
Health Care
6.66%
Utilities
2.21%
Not Classified
1.65%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.64%
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