Asset Allocation

As of March 31, 2025.
Type % Net
Cash 39.50%
Stock 60.27%
Bond 0.00%
Convertible 0.00%
Preferred -0.59%
Other 0.81%
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Market Capitalization

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

% Developed Markets: 93.76%    % Emerging Markets: 5.49%    % Unidentified Markets: 0.74%

Americas 88.31%
87.80%
Canada 2.29%
United States 85.51%
0.50%
Brazil -0.07%
Chile -0.37%
Colombia -0.00%
Mexico 0.63%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.35%
United Kingdom -0.26%
3.58%
Austria 0.21%
Belgium -0.03%
Denmark 0.43%
Finland -0.27%
France 0.21%
Germany -1.27%
Ireland 1.00%
Italy 0.98%
Netherlands 2.32%
Norway 0.94%
Portugal -0.38%
Spain -0.24%
Sweden -0.54%
Switzerland -0.33%
1.54%
Czech Republic 0.09%
Poland 1.00%
Turkey 0.44%
1.49%
Egypt 0.03%
Israel 1.29%
South Africa 0.13%
United Arab Emirates 0.04%
Greater Asia 4.60%
Japan -0.94%
0.70%
Australia 0.80%
1.30%
Hong Kong 2.01%
Singapore -0.87%
South Korea -0.00%
Taiwan 0.15%
3.54%
China 2.96%
Indonesia 0.22%
Malaysia 0.22%
Philippines 0.07%
Thailand 0.08%
Unidentified Region 0.74%

Stock Sector Exposure

Cyclical
34.38%
Materials
3.24%
Consumer Discretionary
15.89%
Financials
17.00%
Real Estate
-1.75%
Sensitive
43.54%
Communication Services
4.01%
Energy
6.86%
Industrials
10.95%
Information Technology
21.72%
Defensive
19.78%
Consumer Staples
-1.90%
Health Care
20.81%
Utilities
0.87%
Not Classified
2.29%
Non Classified Equity
2.29%
Not Classified - Non Equity
0.00%
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