Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.23%
Stock 99.28%
Bond 0.34%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

As of March 31, 2026
Large 48.28%
Mid 40.38%
Small 11.34%
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Region Exposure

% Developed Markets: 89.33%    % Emerging Markets: 10.20%    % Unidentified Markets: 0.46%

Americas 71.60%
64.03%
Canada 4.11%
United States 59.92%
7.57%
Brazil 3.79%
Mexico 3.78%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.11%
United Kingdom 7.59%
10.52%
Belgium 1.51%
France 2.15%
Italy 1.65%
Spain 5.21%
0.00%
0.00%
Greater Asia 9.82%
Japan 4.23%
0.00%
2.96%
Hong Kong 2.96%
2.63%
Philippines 2.63%
Unidentified Region 0.46%

Stock Sector Exposure

Cyclical
5.44%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.44%
Sensitive
43.10%
Communication Services
1.19%
Energy
14.88%
Industrials
27.02%
Information Technology
0.00%
Defensive
50.82%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
50.82%
Not Classified
0.65%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.65%
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