Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.37%
Stock 98.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.36%
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Market Capitalization

As of March 31, 2026
Large 89.18%
Mid 7.08%
Small 3.74%
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Region Exposure

% Developed Markets: 93.75%    % Emerging Markets: 6.60%    % Unidentified Markets: -0.35%

Americas 62.43%
58.56%
Canada 3.57%
United States 54.99%
3.87%
Brazil 0.80%
Mexico 2.09%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.93%
United Kingdom 7.29%
11.64%
Finland 1.22%
France 3.15%
Germany 5.31%
Italy 0.88%
Netherlands 1.06%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 19.00%
Japan 8.81%
0.00%
7.46%
Hong Kong 1.69%
South Korea 2.53%
Taiwan 3.23%
2.73%
China 1.87%
India 0.87%
Unidentified Region -0.35%

Stock Sector Exposure

Cyclical
35.36%
Materials
5.85%
Consumer Discretionary
15.64%
Financials
13.88%
Real Estate
0.00%
Sensitive
48.02%
Communication Services
8.11%
Energy
4.12%
Industrials
10.39%
Information Technology
25.40%
Defensive
16.62%
Consumer Staples
4.84%
Health Care
8.90%
Utilities
2.87%
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