Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.65%
Stock 88.23%
Bond 0.56%
Convertible 0.00%
Preferred 0.31%
Other 8.24%
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Market Capitalization

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

% Developed Markets: 87.05%    % Emerging Markets: 3.78%    % Unidentified Markets: 9.17%

Americas 67.87%
66.01%
Canada 27.65%
United States 38.36%
1.87%
Brazil 1.17%
Chile 0.01%
Colombia 0.01%
Mexico 0.02%
Peru 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.66%
United Kingdom 3.87%
8.62%
Austria 0.31%
Belgium 0.83%
Denmark 0.53%
Finland 0.01%
France 1.16%
Germany 1.10%
Greece 0.00%
Ireland 0.14%
Italy 0.66%
Netherlands 1.54%
Norway 0.02%
Portugal 0.02%
Spain 0.62%
Sweden 0.14%
Switzerland 1.00%
0.06%
Czech Republic 0.04%
Poland 0.01%
Russia 0.00%
Turkey 0.01%
0.11%
Egypt 0.00%
Israel 0.01%
Qatar 0.00%
Saudi Arabia 0.03%
South Africa 0.05%
United Arab Emirates 0.01%
Greater Asia 10.30%
Japan 2.25%
0.27%
Australia 0.27%
5.39%
Hong Kong 1.09%
Singapore 0.65%
South Korea 2.00%
Taiwan 1.66%
2.38%
China 1.89%
India 0.16%
Indonesia 0.27%
Kazakhstan 0.01%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.01%
Unidentified Region 9.17%

Stock Sector Exposure

Cyclical
32.39%
Materials
6.56%
Consumer Discretionary
4.82%
Financials
18.64%
Real Estate
2.37%
Sensitive
42.52%
Communication Services
6.68%
Energy
5.29%
Industrials
11.25%
Information Technology
19.31%
Defensive
13.55%
Consumer Staples
3.82%
Health Care
6.67%
Utilities
3.06%
Not Classified
11.54%
Non Classified Equity
2.20%
Not Classified - Non Equity
9.34%
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