Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.31%
Stock 96.49%
Bond 0.00%
Convertible 0.00%
Preferred 2.06%
Other 1.76%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 80.98%
Mid 16.44%
Small 2.58%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.84%    % Emerging Markets: 0.28%    % Unidentified Markets: 3.87%

Americas 85.92%
85.64%
Canada 1.10%
United States 84.54%
0.28%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.20%
United Kingdom 4.01%
6.20%
Germany 0.70%
Ireland 3.34%
Netherlands 1.92%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.87%

Stock Sector Exposure

Cyclical
18.33%
Materials
3.86%
Consumer Discretionary
5.86%
Financials
8.61%
Real Estate
0.00%
Sensitive
62.07%
Communication Services
9.48%
Energy
0.00%
Industrials
18.07%
Information Technology
34.52%
Defensive
15.65%
Consumer Staples
2.71%
Health Care
11.40%
Utilities
1.53%
Not Classified
3.95%
Non Classified Equity
2.10%
Not Classified - Non Equity
1.84%
As of March 31, 2026
View Region Exposure
Start Trial

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