Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.02%
Stock 95.49%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other -0.07%
View Asset Allocation
Start Trial

Market Capitalization

As of March 31, 2026
Large 69.74%
Mid 18.95%
Small 11.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.66%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.34%

Americas 85.05%
84.53%
Canada 1.45%
United States 83.08%
0.53%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.67%
United Kingdom 2.90%
6.93%
France 0.37%
Germany 3.32%
Ireland 0.64%
Netherlands 0.32%
Switzerland 1.22%
0.00%
1.85%
Israel 1.85%
Greater Asia 2.94%
Japan 0.00%
0.00%
2.94%
Singapore 1.19%
Taiwan 1.75%
0.00%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
25.16%
Materials
2.15%
Consumer Discretionary
7.07%
Financials
14.21%
Real Estate
1.73%
Sensitive
40.04%
Communication Services
7.08%
Energy
6.75%
Industrials
10.84%
Information Technology
15.37%
Defensive
32.44%
Consumer Staples
9.15%
Health Care
15.72%
Utilities
7.57%
Not Classified
2.35%
Non Classified Equity
1.32%
Not Classified - Non Equity
1.03%
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