Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.08%
Stock 99.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of March 31, 2026
Large 79.36%
Mid 12.12%
Small 8.52%
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Region Exposure

% Developed Markets: 97.67%    % Emerging Markets: 2.23%    % Unidentified Markets: 0.10%

Americas 59.63%
59.16%
Canada 0.70%
United States 58.47%
0.46%
Brazil 0.25%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.74%
United Kingdom 9.34%
16.09%
Austria 0.49%
France 1.17%
Germany 1.59%
Ireland 1.10%
Italy 1.02%
Netherlands 2.18%
Norway 1.20%
Spain 1.90%
Sweden 0.81%
Switzerland 3.89%
0.00%
0.31%
Israel 0.31%
Greater Asia 14.53%
Japan 4.66%
0.34%
Australia 0.34%
7.77%
Hong Kong 0.63%
Singapore 1.33%
South Korea 2.41%
Taiwan 3.40%
1.77%
China 1.52%
India 0.25%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
27.56%
Materials
1.87%
Consumer Discretionary
9.36%
Financials
16.33%
Real Estate
0.00%
Sensitive
55.54%
Communication Services
11.68%
Energy
4.61%
Industrials
12.57%
Information Technology
26.68%
Defensive
16.90%
Consumer Staples
4.07%
Health Care
11.06%
Utilities
1.77%
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