Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.26%
Stock 97.46%
Bond 1.76%
Convertible 0.00%
Preferred 0.00%
Other -0.49%
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Market Capitalization

As of March 31, 2026
Large 25.59%
Mid 22.15%
Small 52.26%
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Region Exposure

% Developed Markets: 97.45%    % Emerging Markets: 1.84%    % Unidentified Markets: 0.71%

Americas 86.88%
86.88%
United States 86.88%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.41%
United Kingdom 3.80%
8.61%
Ireland 7.46%
Switzerland 1.15%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
18.71%
Materials
4.00%
Consumer Discretionary
2.11%
Financials
11.61%
Real Estate
0.99%
Sensitive
68.35%
Communication Services
4.85%
Energy
3.44%
Industrials
49.35%
Information Technology
10.71%
Defensive
9.96%
Consumer Staples
5.28%
Health Care
3.33%
Utilities
1.36%
Not Classified
2.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.98%
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