Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.96%
Stock 98.97%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of March 31, 2026
Large 41.63%
Mid 50.43%
Small 7.94%
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Region Exposure

% Developed Markets: 95.18%    % Emerging Markets: 4.75%    % Unidentified Markets: 0.07%

Americas 68.02%
63.84%
Canada 9.39%
United States 54.44%
4.18%
Mexico 4.18%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.59%
United Kingdom 3.81%
18.78%
Belgium 0.62%
France 5.21%
Germany 3.41%
Greece 0.30%
Italy 2.27%
Netherlands 0.28%
Spain 6.69%
0.00%
0.00%
Greater Asia 9.32%
Japan 0.00%
8.20%
Australia 6.42%
0.70%
Singapore 0.70%
0.42%
Philippines 0.42%
Unidentified Region 0.07%

Stock Sector Exposure

Cyclical
1.05%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.38%
Real Estate
0.67%
Sensitive
46.80%
Communication Services
0.00%
Energy
21.71%
Industrials
24.83%
Information Technology
0.25%
Defensive
52.15%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
52.15%
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