Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.09%
Stock 99.07%
Bond 0.78%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 2.54%    % Unidentified Markets: -0.14%

Americas 76.00%
75.86%
Canada 27.30%
United States 48.56%
0.14%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.83%
United Kingdom 5.46%
15.37%
Denmark 1.48%
France 7.85%
Germany 1.54%
Ireland 0.84%
Italy 0.04%
Netherlands 2.47%
Spain 0.19%
Sweden 0.16%
Switzerland 0.81%
0.00%
0.00%
Greater Asia 3.30%
Japan 0.80%
0.00%
0.04%
Taiwan 0.04%
2.46%
China 1.86%
India 0.60%
Unidentified Region -0.14%

Stock Sector Exposure

Cyclical
36.47%
Materials
5.46%
Consumer Discretionary
9.39%
Financials
20.48%
Real Estate
1.13%
Sensitive
41.65%
Communication Services
3.83%
Energy
7.43%
Industrials
12.09%
Information Technology
18.30%
Defensive
20.66%
Consumer Staples
9.78%
Health Care
8.13%
Utilities
2.75%
Not Classified
1.22%
Non Classified Equity
1.22%
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