Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.05%
Stock 99.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of March 31, 2026
Large 88.00%
Mid 11.74%
Small 0.27%
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Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.50%    % Unidentified Markets: -0.00%

Americas 96.21%
95.71%
Canada 1.09%
United States 94.62%
0.50%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.24%
United Kingdom 1.65%
1.59%
Ireland 0.39%
Netherlands 1.20%
0.00%
0.00%
Greater Asia 0.55%
Japan 0.00%
0.07%
Australia 0.07%
0.48%
Singapore 0.48%
0.00%
Unidentified Region -0.00%

Stock Sector Exposure

Cyclical
14.12%
Materials
1.30%
Consumer Discretionary
12.58%
Financials
0.24%
Real Estate
0.00%
Sensitive
70.59%
Communication Services
15.32%
Energy
0.66%
Industrials
3.52%
Information Technology
51.09%
Defensive
15.20%
Consumer Staples
8.56%
Health Care
5.10%
Utilities
1.54%
Not Classified
0.10%
Non Classified Equity
0.10%
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