Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.53%
Stock 95.69%
Bond 0.00%
Convertible 0.00%
Preferred 2.50%
Other 0.27%
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Market Capitalization

As of March 31, 2026
Large 74.35%
Mid 19.92%
Small 5.72%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.28%

Americas 47.49%
47.49%
Canada 1.53%
United States 45.96%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.53%
United Kingdom 8.87%
30.65%
Belgium 1.66%
Denmark 1.69%
France 7.66%
Germany 3.95%
Ireland 8.30%
Netherlands 2.96%
Switzerland 4.44%
0.00%
0.00%
Greater Asia 12.71%
Japan 7.57%
0.00%
5.14%
Hong Kong 1.57%
South Korea 1.57%
Taiwan 2.01%
0.00%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
39.89%
Materials
9.60%
Consumer Discretionary
8.66%
Financials
20.42%
Real Estate
1.21%
Sensitive
39.63%
Communication Services
7.17%
Energy
7.28%
Industrials
14.89%
Information Technology
10.29%
Defensive
20.47%
Consumer Staples
7.67%
Health Care
8.58%
Utilities
4.23%
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