Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.10%
Stock 91.91%
Bond 1.73%
Convertible 0.00%
Preferred 1.18%
Other 0.09%
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Market Capitalization

As of March 31, 2026
Large 59.23%
Mid 21.77%
Small 19.00%
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Region Exposure

% Developed Markets: 96.79%    % Emerging Markets: 0.66%    % Unidentified Markets: 2.55%

Americas 77.21%
77.10%
Canada 36.22%
United States 40.88%
0.11%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.93%
United Kingdom 7.25%
6.29%
Austria 0.02%
Denmark 0.00%
Finland 1.04%
France 1.59%
Germany -0.06%
Greece 0.15%
Ireland 0.68%
Italy 0.17%
Netherlands 0.37%
Norway 0.00%
Sweden 1.76%
Switzerland 0.58%
0.02%
Poland 0.02%
0.38%
Israel 0.46%
South Africa -0.09%
Greater Asia 6.31%
Japan 1.41%
0.00%
Australia 0.00%
4.16%
Hong Kong 0.32%
Singapore 0.01%
South Korea 1.22%
Taiwan 2.62%
0.73%
China 0.73%
India 0.00%
Unidentified Region 2.55%

Stock Sector Exposure

Cyclical
20.95%
Materials
8.78%
Consumer Discretionary
6.68%
Financials
4.86%
Real Estate
0.64%
Sensitive
51.35%
Communication Services
8.95%
Energy
4.34%
Industrials
15.39%
Information Technology
22.67%
Defensive
20.25%
Consumer Staples
11.64%
Health Care
6.96%
Utilities
1.65%
Not Classified
7.44%
Non Classified Equity
4.87%
Not Classified - Non Equity
2.58%
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