Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.65%
Stock 97.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.48%
Other -0.82%
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Market Capitalization

As of March 31, 2026
Large 75.64%
Mid 22.56%
Small 1.80%
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Region Exposure

% Developed Markets: 94.69%    % Emerging Markets: 6.30%    % Unidentified Markets: -0.98%

Americas 72.34%
72.34%
Canada 3.72%
United States 68.62%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.59%
United Kingdom 2.42%
5.91%
Denmark 0.13%
France 0.39%
Germany 1.30%
Netherlands 2.17%
Sweden 0.42%
Switzerland 1.49%
0.34%
Poland 0.34%
0.92%
Israel 0.90%
United Arab Emirates 0.02%
Greater Asia 19.05%
Japan 8.39%
0.33%
Australia 0.29%
4.37%
Hong Kong 0.55%
Singapore 0.39%
South Korea 2.80%
Taiwan 0.63%
5.95%
China 5.95%
Unidentified Region -0.98%

Stock Sector Exposure

Cyclical
18.45%
Materials
1.72%
Consumer Discretionary
7.77%
Financials
8.96%
Real Estate
0.00%
Sensitive
67.83%
Communication Services
18.21%
Energy
0.00%
Industrials
5.44%
Information Technology
44.17%
Defensive
12.55%
Consumer Staples
0.00%
Health Care
12.55%
Utilities
0.00%
Not Classified
1.17%
Non Classified Equity
0.01%
Not Classified - Non Equity
1.16%
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