Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.94%
Stock 91.58%
Bond 5.34%
Convertible 0.00%
Preferred 0.00%
Other -1.86%
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Market Capitalization

As of March 31, 2026
Large 33.56%
Mid 21.72%
Small 44.73%
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Region Exposure

% Developed Markets: 86.89%    % Emerging Markets: 10.03%    % Unidentified Markets: 3.08%

Americas 22.07%
12.04%
Canada 6.70%
United States 5.34%
10.03%
Brazil 2.62%
Mexico 3.80%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 63.83%
United Kingdom 19.67%
42.19%
Austria 3.50%
Belgium 1.44%
Denmark 1.37%
France 14.23%
Germany 7.84%
Netherlands 3.58%
Sweden 3.16%
Switzerland 3.16%
0.00%
1.97%
Israel 1.97%
Greater Asia 11.03%
Japan 4.71%
1.44%
Australia 1.44%
4.88%
Hong Kong 4.88%
0.00%
Unidentified Region 3.08%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
30.99%
Materials
12.04%
Consumer Discretionary
10.63%
Financials
8.32%
Real Estate
0.00%
Sensitive
29.18%
Communication Services
6.32%
Energy
4.04%
Industrials
10.42%
Information Technology
8.39%
Defensive
28.05%
Consumer Staples
20.42%
Health Care
7.63%
Utilities
0.00%
Not Classified
11.78%
Non Classified Equity
1.70%
Not Classified - Non Equity
10.09%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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