Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.19%
Stock 95.61%
Bond 2.46%
Convertible 0.00%
Preferred 0.00%
Other 2.12%
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Market Capitalization

As of March 31, 2026
Large 51.85%
Mid 31.05%
Small 17.11%
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Region Exposure

% Developed Markets: 98.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.74%

Americas 89.66%
89.21%
Canada 0.62%
United States 88.60%
0.44%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.60%
United Kingdom 1.70%
6.90%
Finland 0.00%
France 0.57%
Germany 0.97%
Ireland 3.85%
Netherlands 0.00%
Switzerland 1.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
34.78%
Materials
5.22%
Consumer Discretionary
5.84%
Financials
19.68%
Real Estate
4.04%
Sensitive
35.90%
Communication Services
4.50%
Energy
8.12%
Industrials
11.90%
Information Technology
11.38%
Defensive
25.24%
Consumer Staples
7.35%
Health Care
10.15%
Utilities
7.74%
Not Classified
4.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.08%
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