Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.28%
Stock 94.59%
Bond 1.43%
Convertible 0.00%
Preferred 0.00%
Other 2.70%
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Market Capitalization

As of March 31, 2026
Large 48.70%
Mid 25.75%
Small 25.54%
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Region Exposure

% Developed Markets: 90.04%    % Emerging Markets: 6.22%    % Unidentified Markets: 3.75%

Americas 71.32%
70.40%
Canada 18.15%
United States 52.25%
0.92%
Brazil 0.07%
Chile 0.06%
Mexico 0.79%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.56%
United Kingdom 5.29%
5.69%
Belgium 0.61%
Denmark 0.26%
Finland 0.85%
France 1.06%
Germany 0.48%
Ireland 0.14%
Italy 0.01%
Norway 0.48%
Spain 0.00%
Sweden 0.07%
Switzerland 1.14%
0.07%
Czech Republic 0.03%
Poland 0.04%
1.50%
Saudi Arabia 0.25%
South Africa 1.25%
Greater Asia 12.37%
Japan 2.60%
4.44%
Australia 4.44%
1.75%
Hong Kong 0.86%
Singapore 0.74%
South Korea 0.15%
3.58%
China 2.28%
India 0.57%
Kazakhstan 0.18%
Malaysia 0.01%
Thailand 0.13%
Unidentified Region 3.75%

Stock Sector Exposure

Cyclical
71.48%
Materials
35.59%
Consumer Discretionary
0.97%
Financials
0.02%
Real Estate
34.91%
Sensitive
24.06%
Communication Services
0.00%
Energy
21.66%
Industrials
2.05%
Information Technology
0.34%
Defensive
1.27%
Consumer Staples
0.27%
Health Care
0.00%
Utilities
1.00%
Not Classified
3.19%
Non Classified Equity
1.19%
Not Classified - Non Equity
2.00%
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