Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 94.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.60%
Other 4.48%
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Market Capitalization

As of March 31, 2026
Large 84.01%
Mid 12.72%
Small 3.26%
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Region Exposure

% Developed Markets: 95.16%    % Emerging Markets: 0.36%    % Unidentified Markets: 4.48%

Americas 59.68%
58.47%
Canada 3.57%
United States 54.90%
1.21%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.44%
United Kingdom 3.56%
16.02%
Finland 0.33%
France 1.81%
Germany 2.51%
Ireland 0.90%
Italy 2.60%
Netherlands 4.36%
Norway 0.42%
Spain 1.83%
Switzerland 0.28%
0.08%
Czech Republic 0.08%
0.78%
Israel 0.78%
Greater Asia 15.40%
Japan 5.44%
0.00%
9.68%
Hong Kong 0.92%
Singapore 0.77%
South Korea 1.89%
Taiwan 6.09%
0.29%
China 0.29%
Unidentified Region 4.48%

Stock Sector Exposure

Cyclical
20.25%
Materials
2.13%
Consumer Discretionary
7.83%
Financials
10.29%
Real Estate
0.00%
Sensitive
69.60%
Communication Services
5.53%
Energy
6.27%
Industrials
13.78%
Information Technology
44.02%
Defensive
10.15%
Consumer Staples
2.56%
Health Care
6.70%
Utilities
0.89%
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