Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.84%
Stock 97.23%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
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Market Capitalization

As of March 31, 2026
Large 6.47%
Mid 40.74%
Small 52.79%
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Region Exposure

% Developed Markets: 97.23%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.77%

Americas 92.05%
90.00%
Canada 0.31%
United States 89.69%
2.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.82%
United Kingdom 2.41%
2.41%
Denmark 0.77%
Germany 0.39%
Netherlands 0.59%
Switzerland 0.65%
0.00%
0.00%
Greater Asia 0.35%
Japan 0.00%
0.35%
Australia 0.35%
0.00%
0.00%
Unidentified Region 2.77%

Stock Sector Exposure

Cyclical
32.24%
Materials
3.05%
Consumer Discretionary
21.25%
Financials
7.94%
Real Estate
0.00%
Sensitive
45.00%
Communication Services
3.90%
Energy
4.50%
Industrials
17.61%
Information Technology
18.99%
Defensive
22.76%
Consumer Staples
2.15%
Health Care
20.61%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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