Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.88%
Stock 96.43%
Bond 1.69%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 66.70%
Mid 20.08%
Small 13.22%
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Region Exposure

% Developed Markets: 97.69%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.31%

Americas 88.57%
87.00%
United States 87.00%
1.57%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.41%
United Kingdom 0.00%
2.12%
Netherlands 2.12%
0.00%
2.29%
Israel 2.29%
Greater Asia 4.71%
Japan 0.00%
0.00%
4.71%
Taiwan 4.71%
0.00%
Unidentified Region 2.31%

Stock Sector Exposure

Cyclical
2.32%
Materials
0.00%
Consumer Discretionary
2.32%
Financials
0.00%
Real Estate
0.00%
Sensitive
93.67%
Communication Services
6.64%
Energy
0.97%
Industrials
10.28%
Information Technology
75.78%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
4.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.01%
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