Asset Allocation

As of March 31, 2026.
Type % Net
Cash -1.68%
Stock 100.4%
Bond 0.00%
Convertible 0.00%
Preferred 0.78%
Other 0.55%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 3.61%
Mid 18.46%
Small 77.93%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.95%    % Emerging Markets: 4.05%    % Unidentified Markets: 0.00%

Americas 52.33%
50.26%
Canada 1.45%
United States 48.81%
2.07%
Chile 0.78%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.67%
United Kingdom 6.42%
18.41%
Austria 2.02%
Denmark 1.14%
Finland 1.07%
France 1.95%
Germany 3.28%
Greece 2.62%
Ireland 0.46%
Spain 1.20%
Sweden 4.66%
1.85%
Poland 1.85%
0.00%
Greater Asia 21.00%
Japan 11.32%
2.92%
Australia 2.92%
5.33%
South Korea 2.52%
Taiwan 2.81%
1.43%
China 1.43%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.89%
Materials
4.85%
Consumer Discretionary
8.32%
Financials
16.42%
Real Estate
2.30%
Sensitive
51.71%
Communication Services
3.53%
Energy
3.28%
Industrials
28.09%
Information Technology
16.81%
Defensive
15.78%
Consumer Staples
6.19%
Health Care
8.55%
Utilities
1.04%
Not Classified
0.62%
Non Classified Equity
0.62%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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