Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.26%
Stock 95.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of March 31, 2026
Large 93.97%
Mid 5.83%
Small 0.21%
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Region Exposure

% Developed Markets: 98.98%    % Emerging Markets: 0.83%    % Unidentified Markets: 0.19%

Americas 68.14%
68.14%
Canada 0.05%
United States 68.10%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.21%
United Kingdom 6.98%
14.24%
France 4.71%
Germany 2.82%
Ireland 2.14%
Netherlands 0.57%
Spain 0.75%
Sweden 1.32%
Switzerland 1.92%
0.00%
0.00%
Greater Asia 10.46%
Japan 5.00%
0.00%
4.63%
Singapore 1.80%
Taiwan 2.83%
0.83%
China 0.83%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
25.77%
Materials
3.59%
Consumer Discretionary
5.80%
Financials
16.39%
Real Estate
0.00%
Sensitive
51.23%
Communication Services
6.53%
Energy
6.64%
Industrials
12.90%
Information Technology
25.16%
Defensive
23.00%
Consumer Staples
8.78%
Health Care
11.29%
Utilities
2.93%
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