Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.35%
Stock 98.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of March 31, 2026
Large 32.87%
Mid 17.03%
Small 50.10%
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Region Exposure

% Developed Markets: 98.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.42%

Americas 76.61%
73.63%
Canada 2.87%
United States 70.76%
2.98%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.97%
United Kingdom 12.12%
9.85%
France 2.57%
Ireland 4.28%
Netherlands 3.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
48.97%
Materials
12.25%
Consumer Discretionary
8.48%
Financials
24.58%
Real Estate
3.66%
Sensitive
19.59%
Communication Services
3.04%
Energy
1.95%
Industrials
12.15%
Information Technology
2.45%
Defensive
31.44%
Consumer Staples
13.83%
Health Care
17.61%
Utilities
0.00%
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