Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.02%
Stock 97.95%
Bond 1.85%
Convertible 0.00%
Preferred 0.18%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 78.22%
Mid 14.10%
Small 7.68%
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Region Exposure

% Developed Markets: 94.99%    % Emerging Markets: 5.01%    % Unidentified Markets: 0.00%

Americas 64.52%
62.53%
Canada 8.24%
United States 54.28%
1.99%
Brazil 0.97%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.63%
United Kingdom 4.56%
14.42%
Belgium 0.10%
Denmark 0.44%
France 1.87%
Germany 0.88%
Greece 0.29%
Ireland 1.35%
Italy 2.39%
Netherlands 1.90%
Portugal 0.30%
Spain 1.36%
Switzerland 3.55%
0.00%
0.64%
Israel 0.08%
South Africa 0.15%
United Arab Emirates 0.41%
Greater Asia 15.85%
Japan 2.95%
0.00%
10.08%
Hong Kong 0.17%
Singapore 0.59%
South Korea 2.76%
Taiwan 6.57%
2.81%
China 0.84%
India 1.98%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
33.86%
Materials
4.89%
Consumer Discretionary
12.92%
Financials
16.04%
Real Estate
0.00%
Sensitive
49.36%
Communication Services
6.89%
Energy
3.56%
Industrials
13.84%
Information Technology
25.07%
Defensive
16.60%
Consumer Staples
6.12%
Health Care
10.01%
Utilities
0.47%
Not Classified
0.19%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.00%
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