Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.80%
Stock 97.19%
Bond 1.11%
Convertible 0.00%
Preferred 0.00%
Other 0.90%
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Market Capitalization

As of March 31, 2026
Large 52.08%
Mid 26.36%
Small 21.56%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 1.25%    % Unidentified Markets: 0.86%

Americas 84.21%
83.87%
United States 83.87%
0.33%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.86%
United Kingdom 7.84%
5.02%
France 0.55%
Germany 0.26%
Ireland 1.47%
Netherlands 0.63%
Switzerland 2.11%
0.00%
0.00%
Greater Asia 2.07%
Japan 0.00%
0.00%
2.07%
South Korea 0.76%
Taiwan 1.31%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
30.93%
Materials
4.05%
Consumer Discretionary
3.43%
Financials
20.67%
Real Estate
2.79%
Sensitive
37.03%
Communication Services
6.81%
Energy
6.80%
Industrials
10.61%
Information Technology
12.81%
Defensive
30.17%
Consumer Staples
11.07%
Health Care
12.09%
Utilities
7.01%
Not Classified
1.88%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.88%
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