Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.07%
Stock 95.67%
Bond 2.23%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of March 31, 2026
Large 49.86%
Mid 28.37%
Small 21.77%
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Region Exposure

% Developed Markets: 91.12%    % Emerging Markets: 6.78%    % Unidentified Markets: 2.10%

Americas 53.30%
46.52%
Canada 3.75%
United States 42.77%
6.78%
Brazil 6.78%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.01%
United Kingdom 9.80%
32.21%
Belgium 3.00%
Denmark 3.68%
France 2.98%
Germany 3.61%
Ireland 2.99%
Italy 4.66%
Spain 11.29%
0.00%
0.00%
Greater Asia 2.59%
Japan 0.00%
0.00%
2.59%
Hong Kong 2.59%
0.00%
Unidentified Region 2.10%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
32.81%
Communication Services
0.00%
Energy
0.00%
Industrials
32.81%
Information Technology
0.00%
Defensive
62.90%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
62.90%
Not Classified
4.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.29%
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