Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.78%
Stock 94.09%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of March 31, 2026
Large 40.95%
Mid 26.20%
Small 32.85%
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Region Exposure

% Developed Markets: 91.29%    % Emerging Markets: 2.81%    % Unidentified Markets: 5.90%

Americas 35.27%
35.27%
Canada 5.26%
United States 30.02%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.14%
United Kingdom 0.00%
49.14%
Denmark 2.41%
France 6.40%
Germany 4.18%
Ireland 4.75%
Italy 10.29%
Netherlands 2.38%
Portugal 1.36%
Spain 15.98%
Switzerland 1.38%
0.00%
0.00%
Greater Asia 9.69%
Japan 1.47%
5.41%
Australia 0.54%
0.00%
2.81%
China 2.81%
Unidentified Region 5.90%

Stock Sector Exposure

Cyclical
15.60%
Materials
0.58%
Consumer Discretionary
4.55%
Financials
10.47%
Real Estate
0.00%
Sensitive
27.33%
Communication Services
0.00%
Energy
0.00%
Industrials
24.79%
Information Technology
2.54%
Defensive
57.06%
Consumer Staples
0.70%
Health Care
0.00%
Utilities
56.36%
Not Classified
0.00%
Non Classified 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