Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.85%
Stock 97.99%
Bond 1.06%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of March 31, 2026
Large 0.03%
Mid 4.30%
Small 95.68%
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Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 0.44%    % Unidentified Markets: 0.85%

Americas 95.71%
92.03%
Canada 0.77%
United States 91.26%
3.68%
Colombia 0.20%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.38%
United Kingdom 1.36%
1.02%
Ireland 0.52%
Switzerland 0.33%
0.00%
0.00%
Greater Asia 1.06%
Japan 0.00%
0.00%
1.06%
Hong Kong 1.06%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
41.72%
Materials
5.01%
Consumer Discretionary
10.27%
Financials
22.30%
Real Estate
4.15%
Sensitive
39.14%
Communication Services
1.29%
Energy
3.65%
Industrials
22.26%
Information Technology
11.94%
Defensive
17.12%
Consumer Staples
3.69%
Health Care
10.71%
Utilities
2.72%
Not Classified
2.02%
Non Classified Equity
0.14%
Not Classified - Non Equity
1.88%
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