Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.49%
Stock 99.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
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Market Capitalization

As of March 31, 2026
Large 76.07%
Mid 22.07%
Small 1.86%
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Region Exposure

% Developed Markets: 99.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.38%

Americas 62.63%
62.63%
Canada 0.49%
United States 62.14%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.58%
United Kingdom 7.55%
16.02%
France 2.56%
Netherlands 5.20%
Spain 0.65%
Switzerland 7.61%
0.00%
0.00%
Greater Asia 13.42%
Japan 3.17%
0.00%
10.25%
Taiwan 10.25%
0.00%
Unidentified Region 0.38%

Stock Sector Exposure

Cyclical
42.58%
Materials
4.88%
Consumer Discretionary
18.53%
Financials
19.17%
Real Estate
0.00%
Sensitive
44.38%
Communication Services
9.32%
Energy
0.00%
Industrials
10.21%
Information Technology
24.86%
Defensive
13.03%
Consumer Staples
6.67%
Health Care
6.36%
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