Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.12%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.91%
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Market Capitalization

As of March 31, 2026
Large 76.64%
Mid 18.35%
Small 5.00%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 87.28%
86.40%
Canada 60.91%
United States 25.50%
0.88%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.29%
United Kingdom 2.44%
9.85%
France 1.72%
Ireland 6.50%
Netherlands 1.63%
0.00%
Poland 0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
38.58%
Materials
12.22%
Consumer Discretionary
2.84%
Financials
22.94%
Real Estate
0.58%
Sensitive
55.77%
Communication Services
7.39%
Energy
9.05%
Industrials
11.14%
Information Technology
28.19%
Defensive
2.91%
Consumer Staples
0.53%
Health Care
1.10%
Utilities
1.29%
Not Classified
2.73%
Non Classified Equity
2.73%
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