Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.16%
Stock 94.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.39%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 15.84%
Mid 24.88%
Small 59.28%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 87.03%    % Emerging Markets: 7.42%    % Unidentified Markets: 5.55%

Americas 54.71%
50.68%
United States 50.68%
4.04%
Mexico 4.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.12%
United Kingdom -0.00%
30.12%
France 6.55%
Germany 4.53%
Ireland 3.68%
Netherlands 15.36%
0.00%
0.00%
Greater Asia 9.62%
Japan 2.61%
3.62%
Australia 3.62%
0.00%
3.39%
Philippines 3.39%
Unidentified Region 5.55%

Stock Sector Exposure

Cyclical
37.64%
Materials
0.00%
Consumer Discretionary
21.74%
Financials
7.36%
Real Estate
8.54%
Sensitive
28.45%
Communication Services
15.33%
Energy
6.16%
Industrials
6.96%
Information Technology
0.00%
Defensive
33.91%
Consumer Staples
22.03%
Health Care
11.88%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of March 31, 2026
View Region Exposure
Start Trial

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