Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.00%
Stock 98.13%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other -3.57%
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Market Capitalization

As of March 31, 2026
Large 50.79%
Mid 26.19%
Small 23.02%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 1.31%    % Unidentified Markets: -0.75%

Americas 78.36%
76.90%
Canada 21.14%
United States 55.77%
1.45%
Brazil 0.45%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.44%
United Kingdom 5.19%
7.79%
Belgium 0.36%
Denmark 0.36%
Finland 0.11%
France 2.79%
Germany 0.71%
Ireland 0.15%
Italy 0.40%
Netherlands 0.18%
Norway 0.69%
Portugal 0.43%
Spain 0.76%
Sweden 0.29%
Switzerland 0.57%
0.00%
0.46%
Israel 0.06%
South Africa 0.17%
United Arab Emirates 0.23%
Greater Asia 8.96%
Japan 3.21%
2.68%
Australia 2.68%
2.53%
Hong Kong 1.11%
Singapore 1.06%
South Korea 0.36%
0.53%
China 0.38%
India 0.15%
Unidentified Region -0.75%

Stock Sector Exposure

Cyclical
54.67%
Materials
18.99%
Consumer Discretionary
1.39%
Financials
0.26%
Real Estate
34.03%
Sensitive
33.53%
Communication Services
0.81%
Energy
29.25%
Industrials
2.48%
Information Technology
1.00%
Defensive
7.52%
Consumer Staples
0.10%
Health Care
0.68%
Utilities
6.73%
Not Classified
4.28%
Non Classified Equity
4.28%
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