Asset Allocation

As of March 31, 2025.
Type % Net
Cash 7.20%
Stock 90.95%
Bond 0.94%
Convertible 0.00%
Preferred 0.72%
Other 0.18%
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Market Capitalization

As of March 31, 2025
Large 73.16%
Mid 22.68%
Small 4.16%
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Region Exposure

% Developed Markets: 85.71%    % Emerging Markets: 13.10%    % Unidentified Markets: 1.20%

Americas 63.38%
60.48%
Canada 1.61%
United States 58.88%
2.90%
Brazil 1.03%
Mexico 0.05%
Peru 0.73%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.69%
United Kingdom 0.83%
12.41%
Belgium 0.15%
Denmark 1.04%
Finland 0.31%
France 2.11%
Germany 1.32%
Ireland 0.91%
Italy 0.64%
Netherlands 2.47%
Norway 1.14%
Spain 0.53%
Sweden -0.37%
Switzerland 1.60%
0.27%
Poland 0.27%
1.18%
Israel 0.18%
Saudi Arabia 1.16%
South Africa -0.16%
Greater Asia 20.73%
Japan 7.22%
-0.67%
Australia -0.67%
5.25%
Hong Kong 1.47%
Singapore 0.10%
South Korea 1.38%
Taiwan 2.31%
8.93%
China 4.93%
India 4.00%
Unidentified Region 1.20%

Stock Sector Exposure

Cyclical
26.18%
Materials
0.65%
Consumer Discretionary
8.89%
Financials
17.09%
Real Estate
-0.44%
Sensitive
46.48%
Communication Services
18.07%
Energy
1.63%
Industrials
10.55%
Information Technology
16.23%
Defensive
25.18%
Consumer Staples
9.53%
Health Care
13.23%
Utilities
2.42%
Not Classified
2.16%
Non Classified Equity
-0.01%
Not Classified - Non Equity
2.17%
As of March 31, 2025
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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