Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.67%
Stock 97.83%
Bond 0.70%
Convertible 0.00%
Preferred 0.04%
Other 2.10%
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Market Capitalization

As of March 31, 2026
Large 81.17%
Mid 15.59%
Small 3.24%
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Region Exposure

% Developed Markets: 98.56%    % Emerging Markets: 0.19%    % Unidentified Markets: 1.26%

Americas 71.69%
71.41%
Canada 3.50%
United States 67.91%
0.27%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.62%
United Kingdom 4.14%
14.46%
Austria 0.04%
Belgium 0.13%
Denmark 0.69%
Finland 0.36%
France 3.11%
Germany 1.00%
Ireland 1.65%
Italy 0.67%
Netherlands 2.17%
Norway 0.32%
Portugal 0.08%
Spain 0.72%
Sweden 0.94%
Switzerland 2.38%
0.00%
0.02%
Israel 0.02%
Greater Asia 8.44%
Japan 6.26%
1.34%
Australia 1.27%
0.84%
Hong Kong 0.63%
Singapore 0.21%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
29.91%
Materials
3.90%
Consumer Discretionary
8.89%
Financials
15.12%
Real Estate
1.99%
Sensitive
51.13%
Communication Services
10.15%
Energy
2.98%
Industrials
10.69%
Information Technology
27.31%
Defensive
17.42%
Consumer Staples
4.86%
Health Care
10.44%
Utilities
2.11%
Not Classified
1.55%
Non Classified Equity
0.09%
Not Classified - Non Equity
1.45%
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