Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.04%
Stock 98.31%
Bond 0.00%
Convertible 0.00%
Preferred 0.01%
Other 0.64%
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Market Capitalization

As of March 31, 2026
Large 93.96%
Mid 5.82%
Small 0.22%
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Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 0.87%    % Unidentified Markets: 0.65%

Americas 66.15%
66.14%
Canada 0.79%
United States 65.35%
0.01%
Mexico 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.12%
United Kingdom 7.05%
15.04%
Austria 0.01%
Belgium 0.02%
Denmark 0.04%
Finland 0.03%
France 4.78%
Germany 2.93%
Ireland 2.12%
Italy 0.08%
Netherlands 0.71%
Norway 0.02%
Portugal 0.01%
Spain 0.82%
Sweden 1.35%
Switzerland 2.11%
0.00%
Czech Republic 0.00%
0.03%
Israel 0.03%
Greater Asia 11.08%
Japan 5.40%
0.18%
Australia 0.18%
4.62%
Hong Kong 0.06%
Singapore 1.79%
Taiwan 2.77%
0.87%
China 0.87%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
26.09%
Materials
3.57%
Consumer Discretionary
6.02%
Financials
16.39%
Real Estate
0.12%
Sensitive
51.03%
Communication Services
6.59%
Energy
6.46%
Industrials
12.93%
Information Technology
25.06%
Defensive
22.86%
Consumer Staples
8.77%
Health Care
11.16%
Utilities
2.92%
Not Classified
0.01%
Non Classified Equity
0.01%
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