Asset Allocation

As of March 31, 2025.
Type % Net
Cash 0.67%
Stock 98.94%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
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Market Capitalization

As of March 31, 2025
Large 77.32%
Mid 16.07%
Small 6.61%
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Region Exposure

% Developed Markets: 91.91%    % Emerging Markets: 6.20%    % Unidentified Markets: 1.89%

Americas 63.43%
61.56%
Canada 3.82%
United States 57.74%
1.87%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.17%
United Kingdom 1.34%
17.29%
Austria 0.27%
Belgium 0.65%
France 2.34%
Germany 7.08%
Ireland 0.95%
Italy 0.98%
Norway 0.00%
Sweden 1.97%
Switzerland 3.05%
0.33%
Poland 0.16%
1.21%
Saudi Arabia 0.28%
United Arab Emirates 0.92%
Greater Asia 14.52%
Japan 4.32%
0.15%
Australia 0.15%
4.46%
Hong Kong 0.29%
Singapore 4.17%
5.60%
China 0.48%
India 3.79%
Indonesia 0.84%
Malaysia 0.36%
Philippines 0.12%
Unidentified Region 1.89%

Stock Sector Exposure

Cyclical
96.80%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
96.80%
Real Estate
0.00%
Sensitive
0.95%
Communication Services
0.00%
Energy
0.00%
Industrials
0.95%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
2.25%
Non Classified Equity
1.51%
Not Classified - Non Equity
0.74%
As of March 31, 2025
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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