Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.70%
Stock 97.62%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.32%
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Market Capitalization

As of March 31, 2026
Large 89.37%
Mid 6.81%
Small 3.82%
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Region Exposure

% Developed Markets: 94.95%    % Emerging Markets: 5.36%    % Unidentified Markets: -0.31%

Americas 62.56%
60.15%
Canada 3.53%
United States 56.62%
2.40%
Brazil 0.51%
Mexico 0.99%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.26%
United Kingdom 9.42%
11.84%
Finland 0.97%
France 3.71%
Germany 4.12%
Italy 2.21%
Netherlands 0.80%
Switzerland 0.02%
0.01%
Russia 0.01%
0.00%
Greater Asia 16.49%
Japan 7.49%
0.00%
6.05%
Hong Kong 1.43%
South Korea 1.63%
Taiwan 2.99%
2.95%
China 1.61%
India 1.35%
Unidentified Region -0.31%

Stock Sector Exposure

Cyclical
32.01%
Materials
5.35%
Consumer Discretionary
12.88%
Financials
13.78%
Real Estate
0.00%
Sensitive
49.08%
Communication Services
7.05%
Energy
5.98%
Industrials
11.18%
Information Technology
24.87%
Defensive
18.91%
Consumer Staples
5.27%
Health Care
9.85%
Utilities
3.79%
Not Classified
0.00%
Non Classified Equity
0.00%
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