Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.97%
Stock 97.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.52%
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Market Capitalization

As of March 31, 2026
Large 3.26%
Mid 4.72%
Small 92.02%
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Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 0.59%    % Unidentified Markets: 2.53%

Americas 93.00%
89.39%
Canada 1.68%
United States 87.72%
3.61%
Brazil 0.59%
Colombia 0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.26%
United Kingdom 1.37%
0.97%
Belgium 0.00%
France 0.00%
Germany 0.00%
Ireland 0.54%
Italy 0.00%
Netherlands 0.07%
Sweden 0.00%
Switzerland 0.36%
0.00%
1.93%
Israel 1.93%
United Arab Emirates 0.00%
Greater Asia 0.21%
Japan 0.00%
0.00%
Australia 0.00%
0.20%
Hong Kong 0.20%
Singapore 0.00%
0.00%
Unidentified Region 2.53%

Stock Sector Exposure

Cyclical
23.15%
Materials
4.03%
Consumer Discretionary
7.56%
Financials
9.67%
Real Estate
1.89%
Sensitive
50.89%
Communication Services
1.08%
Energy
4.85%
Industrials
25.88%
Information Technology
19.08%
Defensive
24.59%
Consumer Staples
1.08%
Health Care
22.15%
Utilities
1.36%
Not Classified
1.37%
Non Classified Equity
1.27%
Not Classified - Non Equity
0.10%
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