Asset Allocation

As of March 31, 2026.
Type % Net
Cash 27.41%
Stock 73.29%
Bond 3.69%
Convertible 0.00%
Preferred 0.00%
Other -4.39%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.17%    % Emerging Markets: 0.19%    % Unidentified Markets: 0.64%

Americas 96.33%
96.33%
Canada 15.86%
United States 80.47%
0.00%
Brazil -0.00%
Mexico 0.04%
Peru 0.03%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.62%
United Kingdom 0.43%
2.17%
France 2.68%
Ireland -0.39%
Netherlands -0.02%
Switzerland -0.09%
0.01%
Turkey 0.01%
0.01%
South Africa 0.01%
Greater Asia 0.41%
Japan 0.00%
0.34%
Australia 0.34%
-0.02%
Hong Kong 0.01%
Singapore -0.03%
0.09%
China 0.06%
Indonesia 0.04%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
48.70%
Materials
18.78%
Consumer Discretionary
12.27%
Financials
18.61%
Real Estate
-0.95%
Sensitive
28.79%
Communication Services
0.73%
Energy
22.28%
Industrials
7.29%
Information Technology
-1.52%
Defensive
23.81%
Consumer Staples
1.89%
Health Care
19.70%
Utilities
2.22%
Not Classified
-1.29%
Non Classified Equity
3.05%
Not Classified - Non Equity
-4.34%
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