Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.05%
Stock 96.60%
Bond 3.35%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 75.72%
Mid 14.97%
Small 9.31%
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Region Exposure

% Developed Markets: 97.01%    % Emerging Markets: 2.99%    % Unidentified Markets: 0.00%

Americas 56.86%
56.86%
Canada 6.69%
United States 50.17%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.26%
United Kingdom 7.97%
19.29%
Denmark 0.36%
France 4.56%
Ireland 2.76%
Italy 2.99%
Netherlands 0.49%
Norway 3.59%
Spain 0.74%
Sweden 0.57%
Switzerland 3.24%
0.00%
0.00%
Greater Asia 15.88%
Japan 3.53%
0.33%
Australia 0.33%
9.58%
Singapore 0.67%
South Korea 3.17%
Taiwan 5.74%
2.44%
China 2.44%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.84%
Materials
1.42%
Consumer Discretionary
8.69%
Financials
25.73%
Real Estate
0.00%
Sensitive
46.73%
Communication Services
13.81%
Energy
1.64%
Industrials
12.02%
Information Technology
19.26%
Defensive
16.85%
Consumer Staples
5.83%
Health Care
8.44%
Utilities
2.59%
Not Classified
0.58%
Non Classified Equity
0.58%
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