Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.72%
Stock 80.21%
Bond 0.45%
Convertible 0.00%
Preferred 2.36%
Other 11.26%
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Market Capitalization

As of March 31, 2026
Large 71.39%
Mid 16.23%
Small 12.37%
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Region Exposure

% Developed Markets: 83.63%    % Emerging Markets: 5.02%    % Unidentified Markets: 11.34%

Americas 52.58%
47.05%
Canada 6.04%
United States 41.00%
5.53%
Brazil 1.32%
Mexico 2.73%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.03%
United Kingdom 8.43%
14.91%
Belgium 0.75%
France 4.38%
Germany 2.48%
Ireland 0.80%
Netherlands 2.30%
Norway 0.28%
Sweden 1.00%
Switzerland 2.91%
0.00%
0.69%
Saudi Arabia 0.69%
Greater Asia 12.05%
Japan 6.06%
0.00%
5.71%
Hong Kong 1.48%
South Korea 3.35%
Taiwan 0.88%
0.29%
Thailand 0.29%
Unidentified Region 11.34%

Stock Sector Exposure

Cyclical
34.18%
Materials
7.63%
Consumer Discretionary
7.67%
Financials
14.49%
Real Estate
4.39%
Sensitive
39.92%
Communication Services
9.15%
Energy
8.76%
Industrials
10.34%
Information Technology
11.67%
Defensive
25.65%
Consumer Staples
14.68%
Health Care
10.97%
Utilities
0.00%
Not Classified
0.25%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.25%
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