Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.51%
Stock 98.69%
Bond 0.75%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of March 31, 2026
Large 1.36%
Mid 4.06%
Small 94.57%
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Region Exposure

% Developed Markets: 99.10%    % Emerging Markets: 0.35%    % Unidentified Markets: 0.55%

Americas 96.48%
90.56%
Canada 2.26%
United States 88.30%
5.92%
Colombia 0.35%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.49%
United Kingdom 0.27%
1.34%
France 0.33%
Ireland 0.77%
Netherlands 0.23%
0.00%
0.88%
Israel 0.88%
Greater Asia 0.49%
Japan 0.00%
0.00%
0.49%
Hong Kong 0.49%
0.00%
Unidentified Region 0.55%

Stock Sector Exposure

Cyclical
36.20%
Materials
4.53%
Consumer Discretionary
9.47%
Financials
17.24%
Real Estate
4.96%
Sensitive
41.35%
Communication Services
2.60%
Energy
6.29%
Industrials
18.37%
Information Technology
14.09%
Defensive
20.97%
Consumer Staples
1.52%
Health Care
16.81%
Utilities
2.65%
Not Classified
1.48%
Non Classified Equity
0.22%
Not Classified - Non Equity
1.26%
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