Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 100.0%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 71.71%
Mid 23.17%
Small 5.13%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 2.11%    % Unidentified Markets: 0.00%

Americas 46.40%
46.40%
Canada 5.51%
United States 40.90%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.27%
United Kingdom 13.33%
23.94%
Belgium 0.37%
Finland 0.41%
France 7.28%
Germany 3.84%
Ireland 0.52%
Italy 2.64%
Netherlands 0.89%
Norway 3.47%
Spain 1.71%
Switzerland 2.82%
0.00%
0.00%
Greater Asia 16.33%
Japan 7.39%
0.69%
Australia 0.69%
6.14%
Hong Kong 2.56%
Singapore 0.51%
South Korea 1.08%
Taiwan 2.00%
2.11%
India 0.74%
Indonesia 1.37%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
40.35%
Materials
2.65%
Consumer Discretionary
8.19%
Financials
27.53%
Real Estate
1.98%
Sensitive
30.57%
Communication Services
4.99%
Energy
8.85%
Industrials
9.90%
Information Technology
6.83%
Defensive
29.02%
Consumer Staples
8.81%
Health Care
12.24%
Utilities
7.97%
Not Classified
0.05%
Non Classified Equity
0.05%
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