Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.67%
Stock 100.3%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
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Market Capitalization

As of March 31, 2026
Large 46.36%
Mid 45.04%
Small 8.60%
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Region Exposure

% Developed Markets: 94.68%    % Emerging Markets: 4.96%    % Unidentified Markets: 0.36%

Americas 66.44%
61.48%
Canada 10.47%
United States 51.01%
4.96%
Brazil 2.33%
Mexico 2.63%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.55%
United Kingdom 10.35%
16.20%
Belgium 2.55%
France 2.65%
Germany 2.53%
Italy 2.40%
Spain 6.07%
0.00%
0.00%
Greater Asia 6.65%
Japan 3.41%
0.00%
3.24%
Hong Kong 3.24%
0.00%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
8.88%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
8.88%
Sensitive
45.87%
Communication Services
2.85%
Energy
31.22%
Industrials
11.80%
Information Technology
0.00%
Defensive
45.25%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
45.25%
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