Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.08%
Stock 99.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

As of March 31, 2026
Large 78.24%
Mid 17.90%
Small 3.86%
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Region Exposure

% Developed Markets: 91.44%    % Emerging Markets: 8.56%    % Unidentified Markets: 0.00%

Americas 60.76%
60.29%
Canada 1.25%
United States 59.05%
0.47%
Chile 0.18%
Mexico 0.28%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.01%
United Kingdom 0.54%
7.04%
Germany 1.73%
Italy 1.10%
Netherlands 0.12%
Spain 1.27%
Switzerland 2.82%
0.00%
10.42%
Qatar 1.88%
Saudi Arabia 3.70%
United Arab Emirates 1.81%
Greater Asia 21.24%
Japan 9.94%
0.15%
Australia 0.15%
6.76%
Hong Kong 4.98%
Singapore 0.93%
South Korea 0.52%
Taiwan 0.32%
4.39%
China 3.38%
Indonesia 0.09%
Malaysia 0.92%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
25.09%
Materials
1.83%
Consumer Discretionary
4.21%
Financials
19.05%
Real Estate
0.00%
Sensitive
32.45%
Communication Services
17.26%
Energy
5.16%
Industrials
5.15%
Information Technology
4.87%
Defensive
42.46%
Consumer Staples
18.74%
Health Care
18.41%
Utilities
5.32%
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