Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.49%
Stock 96.25%
Bond 1.02%
Convertible 0.00%
Preferred 0.00%
Other 1.24%
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Market Capitalization

As of March 31, 2026
Large 0.00%
Mid 9.36%
Small 90.64%
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Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.59%

Americas 64.74%
62.09%
United States 62.09%
2.65%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.82%
United Kingdom 4.49%
13.32%
Belgium 0.41%
France 2.05%
Germany 2.69%
Italy 2.62%
Norway 1.15%
Spain 2.20%
Sweden 1.64%
Switzerland 0.55%
0.00%
0.00%
Greater Asia 14.86%
Japan 13.16%
1.70%
Australia 1.70%
0.00%
0.00%
Unidentified Region 2.59%

Stock Sector Exposure

Cyclical
34.29%
Materials
9.21%
Consumer Discretionary
6.92%
Financials
13.76%
Real Estate
4.40%
Sensitive
48.64%
Communication Services
0.68%
Energy
1.35%
Industrials
28.23%
Information Technology
18.37%
Defensive
14.56%
Consumer Staples
4.78%
Health Care
9.15%
Utilities
0.63%
Not Classified
2.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.51%
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