Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.78%
Stock 97.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.40%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 53.77%
Mid 26.32%
Small 19.91%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.18%

Americas 86.53%
86.53%
United States 86.53%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.29%
United Kingdom 1.30%
9.99%
France 3.32%
Germany 1.52%
Ireland 2.18%
Netherlands 2.32%
Switzerland 0.64%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.18%

Stock Sector Exposure

Cyclical
32.04%
Materials
2.93%
Consumer Discretionary
3.42%
Financials
21.63%
Real Estate
4.06%
Sensitive
35.26%
Communication Services
5.94%
Energy
7.65%
Industrials
12.78%
Information Technology
8.89%
Defensive
32.69%
Consumer Staples
10.48%
Health Care
16.33%
Utilities
5.88%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
As of March 31, 2026
View Region Exposure
Start Trial

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