Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.15%
Stock 74.62%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 25.16%
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Market Capitalization

As of March 31, 2026
Large 27.83%
Mid 52.52%
Small 19.65%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.04%

Americas 99.44%
96.19%
Canada 15.58%
United States 80.61%
3.26%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.51%
United Kingdom 0.00%
0.51%
Netherlands 0.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
1.83%
Materials
0.00%
Consumer Discretionary
1.83%
Financials
0.00%
Real Estate
0.00%
Sensitive
91.86%
Communication Services
0.00%
Energy
91.86%
Industrials
0.00%
Information Technology
0.00%
Defensive
6.13%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
6.13%
Not Classified
0.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.18%
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