Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.20%
Stock 97.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.99%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 54.85%
Mid 29.73%
Small 15.42%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.34%    % Emerging Markets: 4.64%    % Unidentified Markets: 2.02%

Americas 58.41%
57.04%
Canada 3.90%
United States 53.15%
1.36%
Mexico 0.84%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.93%
United Kingdom 5.23%
12.70%
France 2.18%
Germany 0.83%
Ireland 4.28%
Italy 1.39%
Netherlands 3.36%
Sweden 0.65%
0.00%
0.00%
Greater Asia 21.64%
Japan 8.47%
0.00%
9.38%
Hong Kong 2.23%
Singapore 1.52%
South Korea 1.21%
Taiwan 4.41%
3.80%
China 2.76%
India 1.04%
Unidentified Region 2.02%

Stock Sector Exposure

Cyclical
34.95%
Materials
5.06%
Consumer Discretionary
10.36%
Financials
16.42%
Real Estate
3.11%
Sensitive
44.70%
Communication Services
7.55%
Energy
4.15%
Industrials
14.91%
Information Technology
18.09%
Defensive
18.35%
Consumer Staples
4.55%
Health Care
11.73%
Utilities
2.07%
Not Classified
2.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.00%
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