Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.41%
Stock 96.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.82%
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Market Capitalization

As of March 31, 2026
Large 69.99%
Mid 23.69%
Small 6.32%
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.82%

Americas 92.99%
92.99%
Canada 54.44%
United States 38.55%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.19%
United Kingdom 4.02%
2.17%
Germany 0.24%
Ireland 1.39%
Italy 0.54%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
44.45%
Materials
9.24%
Consumer Discretionary
8.07%
Financials
24.52%
Real Estate
2.62%
Sensitive
42.49%
Communication Services
4.16%
Energy
1.98%
Industrials
21.47%
Information Technology
14.89%
Defensive
13.06%
Consumer Staples
6.03%
Health Care
7.03%
Utilities
0.00%
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