Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.36%
Stock 98.43%
Bond 0.59%
Convertible 0.00%
Preferred 0.00%
Other -0.38%
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Market Capitalization

As of March 31, 2026
Large 53.37%
Mid 32.40%
Small 14.23%
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Region Exposure

% Developed Markets: 91.94%    % Emerging Markets: 7.12%    % Unidentified Markets: 0.94%

Americas 58.36%
51.24%
Canada 19.69%
United States 31.55%
7.12%
Brazil 5.10%
Mexico 2.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.23%
United Kingdom 6.68%
28.55%
France 12.96%
Germany 2.55%
Italy 8.95%
Spain 4.09%
0.00%
0.00%
Greater Asia 5.47%
Japan 0.00%
5.47%
Australia 5.47%
0.00%
0.00%
Unidentified Region 0.94%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
41.90%
Communication Services
0.00%
Energy
21.67%
Industrials
20.24%
Information Technology
0.00%
Defensive
56.16%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
56.16%
Not Classified
1.94%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.94%
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