Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.47%
Stock 99.53%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 93.73%
Mid 6.21%
Small 0.06%
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Region Exposure

% Developed Markets: 94.23%    % Emerging Markets: 5.76%    % Unidentified Markets: 0.01%

Americas 75.71%
74.66%
Canada 1.78%
United States 72.88%
1.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.25%
United Kingdom 3.57%
9.67%
France 2.29%
Netherlands 2.39%
Spain 0.62%
Switzerland 3.79%
0.00%
0.00%
Greater Asia 11.04%
Japan 0.00%
0.00%
6.33%
Taiwan 6.33%
4.71%
China 4.71%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
25.38%
Materials
1.17%
Consumer Discretionary
13.37%
Financials
10.85%
Real Estate
0.00%
Sensitive
57.57%
Communication Services
22.82%
Energy
0.00%
Industrials
0.77%
Information Technology
33.98%
Defensive
17.03%
Consumer Staples
0.00%
Health Care
17.03%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
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