Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.04%
Stock 95.53%
Bond 1.80%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of March 31, 2026
Large 86.57%
Mid 9.70%
Small 3.73%
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Region Exposure

% Developed Markets: 97.80%    % Emerging Markets: 0.04%    % Unidentified Markets: 2.16%

Americas 95.30%
95.05%
Canada 0.21%
United States 94.84%
0.25%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.64%
United Kingdom 0.13%
1.51%
Denmark 0.37%
Ireland 0.40%
Netherlands 0.74%
0.00%
0.00%
Greater Asia 0.90%
Japan 0.00%
0.00%
0.90%
Hong Kong 0.36%
Singapore 0.00%
Taiwan 0.54%
0.00%
Unidentified Region 2.16%

Stock Sector Exposure

Cyclical
17.40%
Materials
0.61%
Consumer Discretionary
11.27%
Financials
5.52%
Real Estate
0.00%
Sensitive
64.49%
Communication Services
14.07%
Energy
0.83%
Industrials
7.57%
Information Technology
42.02%
Defensive
14.51%
Consumer Staples
4.02%
Health Care
10.28%
Utilities
0.21%
Not Classified
3.60%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.60%
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