Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.84%
Stock 99.21%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 76.41%
Mid 12.92%
Small 10.66%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.23%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.77%

Americas 94.40%
94.40%
United States 94.40%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.58%
United Kingdom 1.09%
2.48%
Ireland 2.48%
0.00%
0.00%
Greater Asia 1.25%
Japan 0.00%
0.00%
1.25%
Taiwan 1.25%
0.00%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
22.81%
Materials
1.07%
Consumer Discretionary
7.35%
Financials
13.10%
Real Estate
1.29%
Sensitive
60.46%
Communication Services
11.02%
Energy
2.87%
Industrials
16.24%
Information Technology
30.33%
Defensive
16.73%
Consumer Staples
2.75%
Health Care
10.47%
Utilities
3.51%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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