Asset Allocation

As of March 31, 2026.
Type % Net
Cash 6.62%
Stock 81.15%
Bond 0.91%
Convertible 0.00%
Preferred 0.17%
Other 11.16%
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Market Capitalization

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

% Developed Markets: 82.38%    % Emerging Markets: 5.38%    % Unidentified Markets: 12.24%

Americas 50.94%
48.91%
Canada 30.90%
United States 18.01%
2.03%
Argentina 0.02%
Brazil 0.73%
Chile 0.04%
Colombia 0.01%
Mexico 0.55%
Peru 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.57%
United Kingdom 3.72%
10.74%
Austria 0.21%
Belgium 0.31%
Denmark 0.31%
Finland 0.35%
France 1.71%
Germany 1.94%
Greece 0.13%
Ireland 0.21%
Italy 0.79%
Netherlands 1.73%
Norway 0.12%
Portugal 0.06%
Spain 0.74%
Sweden 0.47%
Switzerland 1.48%
0.00%
Czech Republic 0.00%
0.12%
Israel 0.03%
South Africa 0.09%
Greater Asia 22.25%
Japan 12.46%
0.50%
Australia 0.45%
5.58%
Hong Kong 0.83%
Singapore 0.36%
South Korea 1.58%
Taiwan 2.80%
3.71%
China 2.87%
India 0.83%
Indonesia 0.01%
Unidentified Region 12.24%

Stock Sector Exposure

Cyclical
34.71%
Materials
9.00%
Consumer Discretionary
7.55%
Financials
17.66%
Real Estate
0.49%
Sensitive
41.15%
Communication Services
4.55%
Energy
6.15%
Industrials
12.54%
Information Technology
17.92%
Defensive
9.10%
Consumer Staples
2.80%
Health Care
4.52%
Utilities
1.77%
Not Classified
15.04%
Non Classified Equity
2.80%
Not Classified - Non Equity
12.24%
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