Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.09%
Stock 95.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.34%
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Market Capitalization

As of March 31, 2026
Large 19.64%
Mid 56.17%
Small 24.18%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 100.1%
94.94%
Canada 6.94%
United States 88.00%
5.15%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
56.39%
Materials
10.65%
Consumer Discretionary
14.76%
Financials
26.97%
Real Estate
4.01%
Sensitive
36.97%
Communication Services
7.82%
Energy
0.00%
Industrials
19.02%
Information Technology
10.14%
Defensive
4.86%
Consumer Staples
0.00%
Health Care
4.75%
Utilities
0.11%
Not Classified
1.78%
Non Classified Equity
1.77%
Not Classified - Non Equity
0.01%
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