Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.71%
Stock 94.77%
Bond 0.00%
Convertible 0.00%
Preferred 2.50%
Other 0.02%
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Market Capitalization

As of March 31, 2026
Large 74.54%
Mid 20.68%
Small 4.78%
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Region Exposure

% Developed Markets: 99.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.02%

Americas 48.42%
48.42%
Canada 2.71%
United States 45.71%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.02%
United Kingdom 8.79%
30.23%
Belgium 1.56%
Denmark 1.67%
France 7.57%
Germany 3.92%
Ireland 8.19%
Netherlands 2.90%
Switzerland 4.40%
0.00%
0.00%
Greater Asia 12.53%
Japan 7.43%
0.00%
5.10%
Hong Kong 1.54%
South Korea 1.57%
Taiwan 2.00%
0.00%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
39.91%
Materials
9.64%
Consumer Discretionary
8.62%
Financials
20.46%
Real Estate
1.18%
Sensitive
39.70%
Communication Services
7.12%
Energy
7.22%
Industrials
15.10%
Information Technology
10.26%
Defensive
20.39%
Consumer Staples
7.53%
Health Care
8.64%
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