Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.85%
Stock 95.69%
Bond 0.67%
Convertible 0.00%
Preferred 2.61%
Other 0.18%
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Market Capitalization

As of March 31, 2026
Large 84.32%
Mid 10.80%
Small 4.88%
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Region Exposure

% Developed Markets: 96.23%    % Emerging Markets: 2.10%    % Unidentified Markets: 1.67%

Americas 59.97%
57.87%
Canada 4.08%
United States 53.79%
2.10%
Brazil 2.10%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.29%
United Kingdom 5.88%
17.41%
France 2.93%
Germany 4.75%
Ireland 1.13%
Italy 3.12%
Sweden 0.90%
Switzerland 4.59%
0.00%
0.00%
Greater Asia 15.07%
Japan 10.76%
0.00%
4.31%
Hong Kong 1.31%
South Korea 3.00%
0.00%
Unidentified Region 1.67%

Stock Sector Exposure

Cyclical
32.39%
Materials
5.12%
Consumer Discretionary
10.36%
Financials
15.33%
Real Estate
1.59%
Sensitive
46.92%
Communication Services
6.50%
Energy
4.08%
Industrials
12.80%
Information Technology
23.53%
Defensive
18.58%
Consumer Staples
3.23%
Health Care
9.05%
Utilities
6.31%
Not Classified
2.11%
Non Classified Equity
0.78%
Not Classified - Non Equity
1.33%
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