Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.08%
Stock 101.2%
Bond 0.01%
Convertible 0.00%
Preferred 0.02%
Other -1.35%
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Market Capitalization

As of March 31, 2026
Large 66.26%
Mid 19.62%
Small 14.12%
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Region Exposure

% Developed Markets: 92.44%    % Emerging Markets: 9.06%    % Unidentified Markets: -1.50%

Americas 69.75%
65.23%
Canada 3.05%
United States 62.18%
4.52%
Brazil 1.31%
Mexico 1.17%
Peru 0.70%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.90%
United Kingdom 1.88%
15.04%
Belgium 0.43%
France 1.13%
Germany 1.12%
Greece 0.41%
Ireland 1.80%
Italy 2.61%
Netherlands 2.25%
Norway 0.00%
Spain 0.78%
Sweden 2.89%
Switzerland 1.63%
0.00%
0.98%
Saudi Arabia 0.28%
South Africa 0.70%
Greater Asia 13.85%
Japan 4.77%
0.20%
Australia 0.20%
4.41%
Hong Kong 0.48%
Singapore 0.26%
South Korea 0.38%
Taiwan 3.29%
4.48%
China 2.20%
India 1.29%
Indonesia 0.38%
Philippines 0.60%
Unidentified Region -1.50%

Stock Sector Exposure

Cyclical
37.57%
Materials
3.03%
Consumer Discretionary
17.91%
Financials
13.87%
Real Estate
2.76%
Sensitive
52.06%
Communication Services
9.79%
Energy
2.32%
Industrials
14.73%
Information Technology
25.23%
Defensive
10.29%
Consumer Staples
4.84%
Health Care
5.46%
Utilities
0.00%
Not Classified
0.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.08%
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