Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.01%
Stock 96.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.44%
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Market Capitalization

As of March 31, 2026
Large 81.04%
Mid 15.66%
Small 3.30%
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Region Exposure

% Developed Markets: 85.64%    % Emerging Markets: 11.12%    % Unidentified Markets: 3.24%

Americas 63.22%
60.51%
Canada 3.76%
United States 56.76%
2.70%
Argentina 0.21%
Brazil 0.84%
Mexico 0.61%
Peru 0.50%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.85%
United Kingdom 2.35%
11.18%
Denmark 0.10%
Finland 0.69%
France 0.86%
Germany 2.52%
Ireland 0.56%
Italy 0.47%
Netherlands 2.97%
Portugal 0.17%
Spain 0.80%
Switzerland 1.26%
0.00%
1.32%
Israel 0.56%
Saudi Arabia 0.43%
South Africa 0.33%
Greater Asia 18.70%
Japan 3.20%
0.00%
7.58%
Hong Kong 1.18%
Singapore 1.43%
South Korea 1.61%
Taiwan 3.36%
7.92%
China 2.39%
India 2.34%
Indonesia 0.90%
Philippines 0.65%
Unidentified Region 3.24%

Stock Sector Exposure

Cyclical
28.02%
Materials
2.93%
Consumer Discretionary
7.23%
Financials
16.27%
Real Estate
1.60%
Sensitive
59.62%
Communication Services
9.90%
Energy
5.91%
Industrials
9.89%
Information Technology
33.93%
Defensive
12.09%
Consumer Staples
2.12%
Health Care
7.34%
Utilities
2.63%
Not Classified
0.26%
Non Classified Equity
0.26%
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