Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.66%
Stock 98.94%
Bond 0.40%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of March 31, 2026
Large 73.11%
Mid 20.83%
Small 6.05%
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Region Exposure

% Developed Markets: 99.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.57%

Americas 97.15%
97.15%
United States 97.15%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.28%
United Kingdom 0.00%
2.28%
Ireland 1.81%
Netherlands 0.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
32.61%
Materials
5.05%
Consumer Discretionary
6.71%
Financials
17.86%
Real Estate
2.98%
Sensitive
41.26%
Communication Services
8.03%
Energy
7.36%
Industrials
15.99%
Information Technology
9.87%
Defensive
25.16%
Consumer Staples
7.89%
Health Care
12.58%
Utilities
4.68%
Not Classified
0.98%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.98%
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