Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.76%
Stock 97.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of March 31, 2026
Large 44.74%
Mid 42.96%
Small 12.30%
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Region Exposure

% Developed Markets: 95.93%    % Emerging Markets: 3.90%    % Unidentified Markets: 0.17%

Americas 61.28%
57.72%
Canada 14.63%
United States 43.09%
3.56%
Chile 0.28%
Mexico 3.28%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.49%
United Kingdom 6.43%
26.06%
Belgium 1.68%
France 5.30%
Germany 0.87%
Italy 6.98%
Netherlands 3.36%
Portugal 0.33%
Spain 6.52%
Switzerland 1.02%
0.00%
0.00%
Greater Asia 6.06%
Japan 0.00%
5.65%
Australia 4.29%
0.40%
South Korea 0.40%
0.00%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
4.59%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.76%
Real Estate
3.82%
Sensitive
31.32%
Communication Services
2.52%
Energy
7.73%
Industrials
21.06%
Information Technology
0.00%
Defensive
63.75%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
63.75%
Not Classified
0.35%
Non Classified Equity
0.35%
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