Asset Allocation

As of March 31, 2026.
Type % Net
Cash 7.16%
Stock 91.45%
Bond 0.00%
Convertible 0.00%
Preferred 1.05%
Other 0.33%
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Market Capitalization

As of March 31, 2026
Large 46.90%
Mid 25.74%
Small 27.35%
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Region Exposure

% Developed Markets: 79.98%    % Emerging Markets: 12.52%    % Unidentified Markets: 7.50%

Americas 35.43%
25.91%
Canada 13.30%
United States 12.61%
9.52%
Brazil 9.52%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.43%
United Kingdom 8.36%
41.07%
Austria 1.47%
Denmark 1.85%
France 12.77%
Germany 7.07%
Italy 2.99%
Netherlands 6.46%
Portugal 3.86%
Spain 1.30%
Sweden 3.29%
0.00%
0.00%
Greater Asia 7.64%
Japan 3.83%
0.81%
Australia 0.81%
0.00%
3.00%
China 2.18%
Kazakhstan 0.82%
Unidentified Region 7.50%

Stock Sector Exposure

Cyclical
10.98%
Materials
10.98%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
48.79%
Communication Services
0.00%
Energy
0.89%
Industrials
30.95%
Information Technology
16.95%
Defensive
40.22%
Consumer Staples
0.44%
Health Care
0.00%
Utilities
39.79%
Not Classified
0.00%
Non Classified Equity
0.00%
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