Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.56%
Stock 98.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of March 31, 2026
Large 62.85%
Mid 24.54%
Small 12.61%
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Region Exposure

% Developed Markets: 98.36%    % Emerging Markets: 0.02%    % Unidentified Markets: 1.62%

Americas 92.71%
92.31%
Canada 0.10%
United States 92.20%
0.41%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.66%
United Kingdom 1.17%
4.12%
Ireland 3.28%
Sweden 0.07%
Switzerland 0.77%
0.00%
0.37%
Israel 0.37%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.62%

Stock Sector Exposure

Cyclical
33.90%
Materials
2.99%
Consumer Discretionary
9.55%
Financials
19.42%
Real Estate
1.94%
Sensitive
43.70%
Communication Services
5.36%
Energy
10.56%
Industrials
14.46%
Information Technology
13.32%
Defensive
20.84%
Consumer Staples
8.03%
Health Care
10.82%
Utilities
1.99%
Not Classified
1.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.56%
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