Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.09%
Stock 96.37%
Bond 0.93%
Convertible 0.00%
Preferred 0.30%
Other 1.31%
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Market Capitalization

As of March 31, 2026
Large 9.09%
Mid 30.13%
Small 60.79%
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Region Exposure

% Developed Markets: 98.70%    % Emerging Markets: 0.29%    % Unidentified Markets: 1.00%

Americas 89.78%
87.43%
Canada 0.17%
United States 87.26%
2.35%
Colombia 0.29%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.44%
United Kingdom 2.87%
5.56%
Belgium 0.16%
France 1.41%
Germany 0.98%
Ireland 0.93%
Netherlands 1.79%
Norway 0.14%
Sweden 0.15%
0.00%
0.00%
Greater Asia 0.78%
Japan 0.46%
0.00%
0.32%
Singapore 0.32%
0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
40.44%
Materials
4.49%
Consumer Discretionary
6.15%
Financials
22.11%
Real Estate
7.69%
Sensitive
33.73%
Communication Services
0.64%
Energy
8.47%
Industrials
16.50%
Information Technology
8.12%
Defensive
23.91%
Consumer Staples
5.79%
Health Care
11.29%
Utilities
6.83%
Not Classified
1.92%
Non Classified Equity
0.20%
Not Classified - Non Equity
1.72%
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