Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.55%
Stock 99.03%
Bond 0.44%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.41%    % Emerging Markets: 0.49%    % Unidentified Markets: 0.10%

Americas 96.14%
95.65%
Canada 1.71%
United States 93.94%
0.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.21%
United Kingdom 1.64%
1.58%
Ireland 0.38%
Netherlands 1.19%
0.00%
0.00%
Greater Asia 0.54%
Japan 0.00%
0.06%
Australia 0.06%
0.48%
Singapore 0.48%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
14.01%
Materials
1.29%
Consumer Discretionary
12.49%
Financials
0.23%
Real Estate
0.00%
Sensitive
70.07%
Communication Services
15.21%
Energy
0.65%
Industrials
3.49%
Information Technology
50.72%
Defensive
15.08%
Consumer Staples
8.49%
Health Care
5.06%
Utilities
1.53%
Not Classified
0.84%
Non Classified Equity
0.10%
Not Classified - Non Equity
0.74%
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