Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.87%
Stock 97.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.41%
Other 1.60%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 52.90%
Mid 22.79%
Small 24.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.64%

Americas 58.67%
57.97%
Canada 4.69%
United States 53.28%
0.70%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.92%
United Kingdom 3.40%
22.39%
Austria 0.35%
Belgium 0.63%
Denmark 0.57%
Finland 0.46%
France 2.75%
Germany 1.21%
Ireland 1.19%
Italy 2.91%
Netherlands 2.38%
Norway 1.67%
Portugal 0.08%
Spain 2.52%
Sweden 2.64%
Switzerland 3.03%
0.00%
1.13%
Israel 1.13%
Greater Asia 12.77%
Japan 7.97%
0.55%
Australia 0.54%
4.25%
Hong Kong 2.72%
Singapore 1.53%
0.00%
Unidentified Region 1.64%

Stock Sector Exposure

Cyclical
17.77%
Materials
2.72%
Consumer Discretionary
4.59%
Financials
10.42%
Real Estate
0.04%
Sensitive
42.92%
Communication Services
11.48%
Energy
4.94%
Industrials
7.66%
Information Technology
18.85%
Defensive
37.67%
Consumer Staples
15.84%
Health Care
16.47%
Utilities
5.36%
Not Classified
1.63%
Non Classified Equity
0.71%
Not Classified - Non Equity
0.92%
As of March 31, 2026
View Region Exposure
Start Trial

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