Asset Allocation

As of March 31, 2026.
Type % Net
Cash 74.20%
Stock 25.76%
Bond -0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

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

% Developed Markets: 69.00%    % Emerging Markets: -0.08%    % Unidentified Markets: 31.08%

Americas 69.39%
69.61%
Canada -0.40%
United States 70.02%
-0.22%
Brazil -0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -0.31%
United Kingdom -0.08%
-0.50%
Finland -1.47%
Ireland -0.18%
Netherlands -0.02%
Switzerland 1.20%
0.00%
0.27%
Israel 0.27%
Greater Asia -0.16%
Japan -0.01%
0.00%
-0.12%
Hong Kong -0.05%
Singapore -0.03%
Taiwan -0.04%
-0.03%
China -0.03%
Kazakhstan -0.00%
Unidentified Region 31.08%

Stock Sector Exposure

Cyclical
41.31%
Materials
8.82%
Consumer Discretionary
18.42%
Financials
16.09%
Real Estate
-2.01%
Sensitive
17.60%
Communication Services
9.52%
Energy
18.73%
Industrials
-25.58%
Information Technology
14.94%
Defensive
46.65%
Consumer Staples
4.37%
Health Care
41.59%
Utilities
0.69%
Not Classified
-5.56%
Non Classified Equity
-5.12%
Not Classified - Non Equity
-0.44%
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