Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.24%
Stock 96.53%
Bond 0.58%
Convertible 0.00%
Preferred 1.17%
Other 0.49%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.69%    % Emerging Markets: 1.17%    % Unidentified Markets: 4.14%

Americas 73.76%
73.69%
Canada 0.99%
United States 72.70%
0.08%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.80%
United Kingdom 5.42%
11.38%
France 1.92%
Germany 1.24%
Ireland 3.78%
Netherlands 2.49%
Switzerland 1.93%
0.00%
0.00%
Greater Asia 5.30%
Japan 1.79%
0.00%
2.42%
Hong Kong 0.45%
South Korea 0.66%
Taiwan 1.31%
1.09%
China 0.62%
India 0.47%
Unidentified Region 4.14%

Stock Sector Exposure

Cyclical
24.51%
Materials
4.15%
Consumer Discretionary
8.41%
Financials
11.42%
Real Estate
0.53%
Sensitive
53.35%
Communication Services
8.01%
Energy
2.17%
Industrials
15.53%
Information Technology
27.64%
Defensive
18.93%
Consumer Staples
4.25%
Health Care
12.84%
Utilities
1.84%
Not Classified
3.21%
Non Classified Equity
2.58%
Not Classified - Non Equity
0.63%
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