Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.83%
Stock 96.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of March 31, 2026
Large 69.75%
Mid 16.22%
Small 14.04%
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Region Exposure

% Developed Markets: 96.09%    % Emerging Markets: 0.02%    % Unidentified Markets: 3.89%

Americas 93.05%
92.75%
Canada 0.04%
United States 92.70%
0.31%
Colombia 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.85%
United Kingdom 0.65%
2.19%
France 0.01%
Ireland 1.53%
Netherlands 0.14%
Switzerland 0.37%
0.00%
0.02%
Israel 0.02%
Greater Asia 0.20%
Japan 0.00%
0.02%
Australia 0.02%
0.18%
Singapore 0.18%
0.00%
Unidentified Region 3.89%

Stock Sector Exposure

Cyclical
27.29%
Materials
2.74%
Consumer Discretionary
7.77%
Financials
14.33%
Real Estate
2.45%
Sensitive
60.95%
Communication Services
11.10%
Energy
4.79%
Industrials
9.66%
Information Technology
35.40%
Defensive
11.65%
Consumer Staples
4.86%
Health Care
3.91%
Utilities
2.89%
Not Classified
0.11%
Non Classified Equity
0.11%
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