Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 98.40%
Bond 1.31%
Convertible 0.00%
Preferred 0.00%
Other 0.28%
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Market Capitalization

As of March 31, 2026
Large 0.03%
Mid 3.22%
Small 96.74%
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.28%

Americas 98.09%
96.59%
Canada 0.62%
United States 95.97%
1.50%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.63%
United Kingdom 0.43%
1.20%
Ireland 0.16%
Italy 1.03%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.28%

Stock Sector Exposure

Cyclical
44.42%
Materials
5.03%
Consumer Discretionary
5.86%
Financials
24.04%
Real Estate
9.49%
Sensitive
33.87%
Communication Services
2.44%
Energy
9.29%
Industrials
14.64%
Information Technology
7.50%
Defensive
19.18%
Consumer Staples
1.03%
Health Care
11.37%
Utilities
6.78%
Not Classified
2.54%
Non Classified Equity
2.51%
Not Classified - Non Equity
0.03%
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