Asset Allocation

As of March 31, 2025.
Type % Net
Cash 2.37%
Stock 96.01%
Bond 0.39%
Convertible 0.00%
Preferred 0.00%
Other 1.24%
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Market Capitalization

As of March 31, 2025
Large 54.09%
Mid 24.65%
Small 21.26%
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Region Exposure

% Developed Markets: 97.30%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.70%

Americas 82.01%
81.63%
Canada 0.53%
United States 81.10%
0.38%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.55%
United Kingdom 8.11%
5.44%
Denmark 0.28%
France 2.77%
Ireland 0.35%
Switzerland 2.04%
0.00%
0.00%
Greater Asia 1.74%
Japan 0.13%
0.00%
1.60%
Singapore 0.38%
South Korea 0.53%
Taiwan 0.69%
0.00%
Unidentified Region 2.70%

Stock Sector Exposure

Cyclical
29.47%
Materials
4.12%
Consumer Discretionary
2.85%
Financials
17.91%
Real Estate
4.58%
Sensitive
32.49%
Communication Services
6.73%
Energy
7.55%
Industrials
5.97%
Information Technology
12.25%
Defensive
36.22%
Consumer Staples
10.94%
Health Care
17.23%
Utilities
8.05%
Not Classified
1.82%
Non Classified Equity
0.47%
Not Classified - Non Equity
1.36%
As of July 31, 2024
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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