Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.25%
Stock 98.37%
Bond 1.39%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 93.45%
Mid 6.43%
Small 0.12%
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Region Exposure

% Developed Markets: 98.08%    % Emerging Markets: 1.94%    % Unidentified Markets: -0.02%

Americas 79.83%
79.83%
Canada 1.57%
United States 78.26%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.31%
United Kingdom 3.26%
14.05%
France 3.58%
Germany 1.47%
Netherlands 3.75%
Spain 3.11%
Sweden 2.14%
0.00%
0.00%
Greater Asia 2.88%
Japan 0.94%
0.00%
0.00%
1.94%
India 1.94%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
23.56%
Materials
2.23%
Consumer Discretionary
9.12%
Financials
12.21%
Real Estate
0.00%
Sensitive
61.50%
Communication Services
10.93%
Energy
1.05%
Industrials
12.71%
Information Technology
36.81%
Defensive
14.94%
Consumer Staples
4.95%
Health Care
8.60%
Utilities
1.38%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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