Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.85%
Stock 97.34%
Bond 1.81%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 88.88%
Mid 10.39%
Small 0.73%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 90.18%
90.18%
Canada 3.94%
United States 86.24%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.28%
United Kingdom 1.23%
5.05%
Ireland 2.35%
Netherlands 2.70%
0.00%
0.00%
Greater Asia 3.53%
Japan 0.00%
0.00%
3.53%
Taiwan 3.53%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
14.68%
Materials
0.63%
Consumer Discretionary
8.04%
Financials
5.72%
Real Estate
0.28%
Sensitive
72.42%
Communication Services
13.18%
Energy
1.20%
Industrials
13.15%
Information Technology
44.89%
Defensive
8.95%
Consumer Staples
2.32%
Health Care
6.63%
Utilities
0.00%
Not Classified
3.96%
Non Classified Equity
1.30%
Not Classified - Non Equity
2.65%
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