Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.27%
Stock 93.97%
Bond 0.00%
Convertible 0.00%
Preferred 2.49%
Other 0.26%
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Market Capitalization

As of March 31, 2026
Large 74.30%
Mid 20.03%
Small 5.67%
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Region Exposure

% Developed Markets: 99.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.26%

Americas 48.51%
48.51%
Canada 3.27%
United States 45.24%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.69%
United Kingdom 8.74%
29.95%
Belgium 1.53%
Denmark 1.65%
France 7.46%
Germany 3.90%
Ireland 8.12%
Netherlands 2.89%
Switzerland 4.40%
0.00%
0.00%
Greater Asia 12.54%
Japan 7.47%
0.00%
5.07%
Hong Kong 1.51%
South Korea 1.57%
Taiwan 1.99%
0.00%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
39.94%
Materials
9.70%
Consumer Discretionary
8.58%
Financials
20.47%
Real Estate
1.19%
Sensitive
39.60%
Communication Services
7.08%
Energy
7.21%
Industrials
15.06%
Information Technology
10.26%
Defensive
20.46%
Consumer Staples
7.60%
Health Care
8.63%
Utilities
4.22%
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