Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.58%
Stock 117.4%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -18.96%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 113.4%    % Emerging Markets: 5.53%    % Unidentified Markets: -18.96%

Americas 88.05%
84.10%
Canada 28.71%
United States 55.39%
3.95%
Brazil 3.95%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.93%
United Kingdom 6.69%
14.24%
Austria 0.78%
Denmark 0.11%
France 1.60%
Germany 0.88%
Ireland 6.13%
Italy 1.43%
Netherlands 1.69%
Sweden 0.79%
Switzerland 0.84%
0.00%
0.00%
Greater Asia 9.98%
Japan 2.52%
0.00%
5.88%
Hong Kong 1.15%
South Korea 1.73%
Taiwan 3.00%
1.58%
China 1.03%
India 0.55%
Unidentified Region -18.96%

Stock Sector Exposure

Cyclical
25.27%
Materials
1.60%
Consumer Discretionary
3.74%
Financials
18.16%
Real Estate
1.77%
Sensitive
54.92%
Communication Services
3.77%
Energy
1.28%
Industrials
22.85%
Information Technology
27.03%
Defensive
19.10%
Consumer Staples
3.98%
Health Care
10.19%
Utilities
4.93%
Not Classified
0.71%
Non Classified Equity
0.71%
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