Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.61%
Stock 95.06%
Bond 2.33%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 78.49%
Mid 15.26%
Small 6.24%
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Region Exposure

% Developed Markets: 92.15%    % Emerging Markets: 6.05%    % Unidentified Markets: 1.79%

Americas 60.71%
57.72%
Canada 1.34%
United States 56.38%
2.99%
Chile 0.99%
Mexico 0.83%
Peru 1.17%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.61%
United Kingdom 8.60%
12.36%
Finland 0.68%
France 1.94%
Germany 3.33%
Ireland 0.41%
Italy 0.74%
Netherlands 1.34%
Sweden 0.70%
Switzerland 2.23%
0.00%
0.66%
South Africa 0.66%
Greater Asia 15.88%
Japan 6.67%
1.06%
Australia 1.06%
5.74%
Hong Kong 0.48%
Singapore 2.00%
South Korea 0.67%
Taiwan 2.60%
2.41%
China 1.73%
India 0.68%
Unidentified Region 1.79%

Stock Sector Exposure

Cyclical
24.45%
Materials
7.18%
Consumer Discretionary
6.02%
Financials
8.74%
Real Estate
2.51%
Sensitive
53.58%
Communication Services
7.54%
Energy
8.19%
Industrials
13.31%
Information Technology
24.54%
Defensive
17.81%
Consumer Staples
8.95%
Health Care
8.86%
Utilities
0.00%
Not Classified
4.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.16%
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