Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.02%
Stock 97.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of March 31, 2026
Large 40.92%
Mid 34.45%
Small 24.64%
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Region Exposure

% Developed Markets: 99.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.26%

Americas 45.68%
45.68%
Canada 24.00%
United States 21.68%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.97%
United Kingdom 8.34%
42.63%
Austria 1.87%
Denmark 3.64%
Finland 3.86%
France 7.81%
Germany 7.40%
Ireland 4.15%
Italy 4.65%
Netherlands 3.42%
Portugal 3.49%
Spain 2.36%
0.00%
0.00%
Greater Asia 3.09%
Japan 0.00%
3.09%
Australia 3.09%
0.00%
0.00%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
2.86%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
2.86%
Sensitive
34.26%
Communication Services
0.00%
Energy
6.40%
Industrials
27.86%
Information Technology
0.00%
Defensive
61.06%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
61.06%
Not Classified
1.82%
Non Classified Equity
1.82%
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