Asset Allocation

As of March 31, 2026.
Type % Net
Cash 4.39%
Stock 95.03%
Bond 4.49%
Convertible 0.00%
Preferred 0.00%
Other -3.91%
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Market Capitalization

As of March 31, 2026
Large 56.38%
Mid 26.02%
Small 17.60%
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Region Exposure

% Developed Markets: 100.1%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.09%

Americas 86.50%
86.50%
United States 86.50%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.59%
United Kingdom 0.00%
13.59%
Ireland 5.11%
Switzerland 8.48%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.09%

Stock Sector Exposure

Cyclical
18.38%
Materials
0.00%
Consumer Discretionary
5.25%
Financials
10.92%
Real Estate
2.21%
Sensitive
41.65%
Communication Services
2.78%
Energy
23.71%
Industrials
1.96%
Information Technology
13.19%
Defensive
31.42%
Consumer Staples
16.34%
Health Care
12.00%
Utilities
3.08%
Not Classified
8.55%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.55%
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