Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.68%
Stock 98.18%
Bond 1.01%
Convertible 0.00%
Preferred 0.12%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 77.51%
Mid 15.47%
Small 7.02%
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Region Exposure

% Developed Markets: 93.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 6.40%

Americas 86.30%
86.30%
Canada 1.77%
United States 84.53%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.24%
United Kingdom 1.59%
4.31%
Germany 0.21%
Ireland 0.98%
Italy 0.37%
Netherlands 0.88%
Spain 0.26%
Switzerland 1.42%
0.00%
0.33%
Israel 0.33%
Greater Asia 1.07%
Japan 0.00%
0.00%
1.07%
Taiwan 1.07%
0.00%
Unidentified Region 6.40%

Stock Sector Exposure

Cyclical
23.03%
Materials
4.26%
Consumer Discretionary
8.33%
Financials
9.25%
Real Estate
1.19%
Sensitive
56.67%
Communication Services
8.87%
Energy
4.87%
Industrials
12.87%
Information Technology
30.06%
Defensive
12.89%
Consumer Staples
2.85%
Health Care
9.04%
Utilities
1.00%
Not Classified
7.41%
Non Classified Equity
5.72%
Not Classified - Non Equity
1.69%
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