Asset Allocation

As of March 31, 2025.
Type % Net
Cash 103.2%
Stock -2.87%
Bond 0.00%
Convertible 0.00%
Preferred -0.48%
Other 0.19%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.76%    % Emerging Markets: 3.81%    % Unidentified Markets: 1.42%

Americas 80.77%
80.58%
Canada 8.60%
United States 71.98%
0.19%
Argentina -0.00%
Brazil 0.27%
Chile -0.46%
Colombia 0.06%
Mexico 0.89%
Peru 0.19%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.97%
United Kingdom 0.52%
4.30%
Austria -0.21%
Belgium 1.37%
Denmark 1.04%
Finland 0.75%
France -0.09%
Germany -0.28%
Greece 0.19%
Ireland -0.31%
Italy 0.66%
Netherlands 0.05%
Norway 2.54%
Portugal -0.12%
Spain -0.58%
Sweden -0.02%
Switzerland -0.36%
0.78%
Poland 0.04%
Turkey 0.67%
-0.63%
Egypt 0.09%
Israel -0.71%
South Africa -0.02%
Greater Asia 12.84%
Japan 4.77%
3.82%
Australia 3.25%
2.30%
Hong Kong 1.48%
Singapore 0.22%
South Korea 0.61%
1.95%
China 0.33%
India 0.08%
Indonesia 0.26%
Malaysia 0.54%
Philippines 0.64%
Thailand 0.10%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
-66.59%
Materials
32.01%
Consumer Discretionary
-27.76%
Financials
-124.7%
Real Estate
53.87%
Sensitive
18.14%
Communication Services
-64.31%
Energy
40.34%
Industrials
-46.81%
Information Technology
88.92%
Defensive
157.8%
Consumer Staples
51.26%
Health Care
125.0%
Utilities
-18.41%
Not Classified
-9.36%
Non Classified Equity
-9.36%
Not Classified - Non Equity
0.00%
As of March 31, 2025
View Region Exposure
Start Trial

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